John Healey has delivered his Autumn Budget but the real work in understanding what the announcements mean in practice, starts now. From identifying planning implications to assessing the potential impact on clients – join us next week, as we help unpack the detail with Paul Squirrell of Fidelity Adviser Solutions.
The Chancellor has now delivered the Autumn Budget, with several announcements likely to have implications for financial planning.
These include reversing the decision to cut the Cash ISA allowance, confirmation that people solely in receipt of the state pension won’t pay tax on the amount exceeding the personal allowance and introduction of the new First Time Buyer ISA, replacing the LISA.
To look at these changes as well as others announced in The Autumn Budget, join us on Thursday 5 November at 12.30pm, when Professional Paraplanner editor Natalie Dawes will be joined by Paul Squirrell, Head of Retirement and Savings Development at Fidelity Adviser Solutions.
Together, we’ll unpack the headlines, explore the implications and consider the opportunities and challenges these changes may present for financial planning.
Whether you’re still reviewing the detail or looking for expert insight into the potential impact, this session will help you understand what matters most and where paraplanners may need to focus their attention in the months ahead.
Register here: Post-Budget debrief with Paul Squirrell
