We were delighted to host a live webinar for Partners on Wednesday 5 March. Toby Allebon and Ed Green, two of our Wealth Planning Directors, addressed potential ways in which the changes proposed in the Autumn 2024 Budget might impact Partners’ retirement and estate planning. Topics included Inheritance Tax and Pensions, Capital Gains Tax, Trusts and Gifting, and Business Relief, among others, together with longer and shorter-term action points that could be considered.
If you were unable to join us for the live webinar, please find a recording below. Understandably, many questions have been arising regarding these changes. We recommend speaking to a qualified financial adviser regarding your individual situation and how you might be affected – please do contact us if we can be of assistance.
