At HB Accountants, we understand how challenging it can be to keep up with the ever-changing financial landscape. Are you looking to make the most of the recent budget changes for your finances or business? We have exciting news. Join us for our first podcast, where two seasoned experts will break down everything you need to know in practical, easy-to-understand terms.
Podcast Experts: Who will be joining us on our Autumn 2024 Budget Playbook
Tax Expert Amy Thompson CTA
Amy Thompson, Tax Manager here at HB Accountants, and Andrew Willis, Financial Planner at Grosvenor Wealth Management, bring decades of experience to the table. Amy, a CTA-qualified tax specialist, will unpack the new tax regulations and their direct implications on your tax strategy.
Whether you’re handling personal finances or managing a business. Amy will share key insights on issues like changes in Capital Gains Tax (CGT) impacting General Investment Accounts (GIAs), the reduced tax efficiency of AIM shares, and essential tax-planning moves for the year ahead.
Financial Planning Expert Andrew Willis
Alongside her, Andrew Willis, from Grosvenor Wealth Management, with over 30 years in financial planning, will address critical topics in investments, pensions, and retirement. He’ll guide you through the implications of the Inheritance Tax (IHT) changes on pension death benefits, the upcoming cancellation of the British ISA, and how to navigate evolving investment strategies. Andrew’s practical advice will help you understand the key actions to take now, especially if you’re a high-net-worth individual or business owner.
Gain actionable insights and clear guidance on the significant Autumn Budget changes
- SDLT changes
- CGT changes including entrepreneurs’ relief
- The abolishing of the non-domicile regime and the new residence-based system
- Making tax digital roll out
- Employers NIC changes
- IHT on pension death benefits from April 2027
- How CGT changes will impact on GIA’s further
- Cancelling of the British ISA
- Reduction in IHT tax efficiency for AIM shares and BR schemes
- Extension and no changes to EIS/SEIS and VCT
With actionable insights and clear guidance on these significant changes, this podcast is a must-listen for anyone aiming to stay informed and make strategic financial decisions.
Listen to Podcast Episode 1: Autumn 2024 Budget Playbook
Don’t miss this opportunity to hear from two experts who can help you make sense of today’s complex financial landscape. Tune in, and let’s set you up for a smart, tax-savvy year ahead! Click the button to listen to our first podcast, Episode 1: Autumn 2024 Budget Playbook.
If you would like to talk to us about looking after your personal or business tax, call us on 01992 444466. We’re experts ready to support you and your business, no matter your company size or sector.
The information contained above is for general guidance purposes only. Whilst every effort has been made to ensure the contents are accurate, please note that each individual has different circumstances and it is essential that you seek appropriate professional advice before you act on any of the information contained herein. HB Accountants can accept no liability for any error.
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