With the dust settling on Chancellor Rachel Reeves' Budget, Chase de Vere are here to help you unpack the changes and what they mean for your financial planning.
Billed as a tough Budget, it didn’t disappoint—especially for business owners. Some anticipated changes materialised, like adjustments to capital gains and inheritance tax, sparking new considerations for investors and those planning their estates. And while there’s relief that pension tax rules remained intact for now, this reprieve serves as a reminder: taking advantage of today’s opportunities is crucial, as tomorrow’s rules may not be so forgiving.
What will be covered?
Join Chase de Vere for a 60-minute webinar exclusively for members where you'll be exploring:
- Key Budget changes: Understand the updates on capital gains, inheritance tax, and other new policies impacting your financial planning.
- Unchanged opportunities: A recap of what's still available for tax efficiency, from pensions to ISAs—opportunities you may want to lock in now.
- Practical planning tips: Clear actions you can take to make the most of current allowances and strategies, especially if future changes arise.
- Live Q&A: Get your questions answered by our experts.
Whether you're planning for the future or adjusting to today’s landscape, this session will arm you with expert insights to ensure you’re making the most of what’s available. Don’t miss this chance to future-proof your financial plan.