Budget

Budget webcast for Financial advisers and Paraplanners - Prudential: Prudential Budget Webinar 2018

The Government's plan is to build a stronger, more prosperous economy, building on the recent Spring Statement and last year’s Budget. Against the backdrop of Brexit and political uncertainty, this promises to be an intriguing Budget. more...

Budget news for Financial Advisers and Paraplanners - Utmost: Autumn Budget update 2017

Our technical team have produced a technical briefing and updated tax tables following the Autumn Budget on Wednesday. more...

Budget news for Financial Advisers and Paraplanners - Budget analysis from Prudential

I think I'll call this one the Banter Budget! Philip Hammond got to his feet and delivered what, I thought, were a few decent one liners through the course of the speech. more...

Budget webex for Financial Advisers and Paraplanners - Prudential: 2017 Budget webex

Chancellor of the Exchequer Philip Hammond will deliver the first Autumn budget (although the second budget of 2017) on Wednesday 22 November. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: 'Brexit Budget' points to challenges ahead

Philip Hammond’s first Budget as chancellor shows the government is still struggling to rein in the deficit despite an improved near-term economic outlook, says Stewart Robertson. more...

Budget news and comment for Financial Advisers and Paraplanners - Spring Budget 2017

Chancellor Philip Hammond has delivered his Spring Budget speech. This email provides a summary¹ of the key announcements for both businesses and individuals. A detailed report will appear on our website shortly. more...

Spring budget for Financial Advisers and Paraplanners - Brooks Macdonald: The final Spring Budget

With the majority of his major announcements made in last year’s Autumn Statement, the Chancellor focused today’s Budget Statement on “investing in Britain’s future”. Encouragingly, he was able to upgrade this year’s UK growth forecasts and this provided some space to manoeuvre in terms of short-term fiscal spending, with the Government planning to begin the formal process of seceding from the European Union later this month. more...

Spring budget for Financial Advisers and Paraplanners - March 2017 Budget – Prudential Analysis

There seems to have been a continual stream of key announcements and regulatory changes for the last few years. Like many people involved in the planning world we were hoping for a quiet budget to give us time to catch our collective breaths and regroup. At 12.37 yesterday afternoon the Budget speech began and we got what we hoped for – a quiet budget. more...

Spring budget for Financial Advisers and Paraplanners - Schroders: UK Spring Budget 2017: No time for complacency ahead of tricky two years

No alarms and no real surprises from Chancellor of the Exchequer Philip Hammond as he seeks a firm fiscal footing ahead of a crucial period. It was pleasing to see the Chancellor stick to his "no surprises" mantra and stress the importance of avoiding complacency in what was the UK’s final Spring Budget. Ahead of Theresa May activating Article 50 and what could potentially be a tricky two years of negotiations with the EU, it is crucial that the UK is on as sound a fiscal footing as possible, and is not distracted by any unnecessary budget gimmicks. Even though the UK economy has performed robustly following the UK’s vote to leave the EU it is good to see the Chancellor exercising fiscal prudence. more...

Spring budget for Financial Advisers and Paraplanners - Aviva: Spring Budget 2017

Has the Spring Budget hit your clients? Chancellor Philip Hammond has delivered his first full Budget speech, the second under the current Conservative government and the last scheduled for this time of year. He outlined how the government plans to spend £802 billion and collect £744 billion from taxes, duties and national insurance contributions in 2017/18*. The next Budget will take place in the autumn in line with the new fiscal timetable. more...

Spring budget for Financial Advisers and Paraplanners - Royal London: How will the Budget affect you and your clients?

Philip Hammond delivered his first and last Spring Budget on Wednesday 8 March 2017. Although the measures affecting private pension scheme and protection planning provisions weren’t nearly as profound as recent years, there are still a number of important changes. more...

Budget news for Financial Advisers and Paraplanners - M&G: Spring Budget 2017: what stands out for UK Investors

The British Chancellor of the Exchequer, Philip Hammond, has delivered his first (and final) Spring Budget, painting a picture of a resilient UK economy but refraining from announcing any major tax or spending policies. more...

Autumn statement comment for Financial Advisers and Paraplanners - Aberdeen's reaction to the 2016 Autumn Statement

The EU referendum result casts a long shadow over the chancellor’s 2016 Autumn Statement, resulting in a surprisingly modest downgrade to the economy’s growth prospects but a sharp worsening of its fiscal outlook. more...

Autumn statement comment for Financial Advisers and Paraplanners - James Hay Partnership: Autumn Statement

Philip Hammond’s first Autumn Statement contained little in the way of headline grabbing news. However, there were a few throw away lines that may have serious implications for you and your clients. This Tech Talk picks up on some of these proposed changes and when more details become available, we will produce further Tech Talks. more...

Autumn statement comment for Financial Advisers and Paraplanners - RLAM: Autumn Statement far from UK version of Trumpflation

GDP growth forecasts were a tad higher than expected, at 1.4% for next year and 1.7% in 2018. However, looking beyond that, the Office for Budget Responsibility growth forecasts look very similar to their March forecast, so there is little sense that they believe Brexit, when it happens, will be a significant headwind to growth. more...

Autumn statement comment for Financial Advisers and Paraplanners - Autumn Statement 2016 – Prudential Analysis

Around 12:40pm yesterday the wait ended and we got to find out what this post Brexit Autumn Statement would look like. Would pension tax relief go, would LISA be delayed or cancelled, Inheritance Tax cuts funded by changes to Business Relief? What about the state pension triple lock? Would it be a big bang or a whimper? more...

Autumn statement comment for Financial Advisers and Paraplanners - FundsNetwork: Autumn Statement

Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork, provides his views on tax and personal allowances as a result of yesterday’s Autumn Statement. more...

Autumn statement comment for Financial Advisers and Paraplanners - Royal London: Autumn statement

Cutting the money purchase annual allowance flies in the face of efforts to make retirement more flexible. As soon as someone draws any taxable income using the pension freedoms, the amount they can save in a money purchase pension would be slashed from £40,000 to £4,000. This will have a profound impact on their ability to go on working and contributing worthwhile amounts to a pension. Starting to draw taxable pension cash becomes even more of a cliff-edge than at present. We should be trying to make combining work and drawing a pension easier not harder. more...

Autumn statement comment for Financial Advisers and Paraplanners - Scottish Widows: Autumn Statement brings good news for JAMs, says Centre for the Modern Family

Comment from Scottish Widows’ Think Tank, the Centre for Modern Family, which welcomes welfare measures announced by Chancellor Hammond. “Some of the measures announced in the Autumn Statement, such as the increase in national wage and significant investment in affordable housing, are good news for ‘Just About Managing’ and hard working families across the UK. For far too long they have been struggling with the rising cost of living and stagnating incomes. more...

Autumn statement comment for Financial Advisers and Paraplanners - Schroders: The Autumn Statement: what to expect

The Autumn Statement, also known as the mini-Budget, was introduced by Gordon Brown as a Pre-Budget Report in 1997. It has increasingly been used as a platform to announce major policies. The Budget remains the main financial and economic update for the UK and is usually delivered in March. more...

Autumn statement comment for Financial Advisers and Paraplanners - RLAM: Markets need to digest more gilts following Autumn Statement

The key move in gilt yields was largely a reaction to the Debt Management Office remit that was published immediately after the chancellor sat down. The large surprise was that of the additional £20.6bn issuance, £15bn of this would be funded by gilt sales as opposed to treasury bill issuance. This will result in an additional four auctions and a syndication within the 2016/17 financial year. more...

Autumn statement comment for Financial Advisers and Paraplanners - BNY Mellon: Why not all inflation measures are created the same

Central banks have long adopted inflation targeting on the premise that low and stable inflation will promote long-term economic growth. But in our view there are inherent problems associated with inflation targets, particularly when it comes to deciding which inflation measure to use. more...

Autumn statement comment for Financial Advisers and Paraplanners - Canada Life: Autumn Statement 2016: all change for the Chancellor

The UK has experienced plenty of political upheaval this year with the EU referendum followed by a change of leadership.  more...

Budget news for advisers - Prudential’s special Autumn Statement 2016 WebEx

It's that time of year again when the Chancellor of the Exchequer, Philip Hammond, will deliver his annual Autumn Statement to Parliament. This year, it will take place on Wednesday 23 November. more...

Pension News for Financial Advisers and Paralanners - Prudential – planning in 2016/2017

Prudential explores the 2016 Budget and some of the non-pension related opportunities that have arisen. more...

Post Budget Webex for Financial Advisers and Paraplanners - Prudential: Masterclass WebEx – Post-Budget financial planning

Terms of use: Email Template for Account managers to issue to advisers on their panel from their own email. more...

Budget News for Financial Advisers and Paraplanners - Axa Wealth: The Budget 2016: What actually happened?

Brian Murphy, financial planning manager, AXA Wealth reflects on what actually happened in the Budget on Wednesday 16 March. more...

Budget update for Financial Advisers and Paraplanners - Royal London: 2016 Budget Summary

George Osborne delivered his eighth Budget on Wednesday 16 March 2016. Here’s our summary of the proposed changes with links to Treasury or HM Revenue and Customs documents if you would like more detail. more...

Budget news for Financial Advisers and Paraplanners - BNY Mellon: Market Mavens: How does the 2016 Budget affect investors?

There were some notable changes in this year’s spring Budget, from the introduction of a Lifetime ISA to corporation tax cuts. Our investment experts share their reactions. more...

Budget News for Financial Advisers and Paraplanners - BlackRock: The budget: encouraging and articulating the importance of saving

We broadly welcome the budget. However, we would like to see further efforts in helping people to rediscover their savings habits. more...

Budget update for advisers and paraplanners - Scottish Widows: March 2016 Budget Update

The Chancellor of The Exchequer presented his 2016 Budget. Our Financial Planning team has prepared detailed analysis of the announcement which highlights the key impacts for you and your clients. more...

Budget update for Financial Advisers and Paraplanners - Aviva Financial Planning Bulletin: Budget 2016 briefing - News Item

Yesterday’s Budget was the second from the Conservative government in less than a year. more...

Budget Summary for Financial Advisers and Paraplanners - Aberdeen Asset Management: UK Budget 2016: Ties that bind

The Chancellor could be forgiven for approaching this Budget with a certain weary resignation. It is, after all, his fourth fiscal statement in 12 months. And he will have been well aware that the constraints he always faces on Budget Day have only tightened over the past year. more...

Budget Summary for Financial Advisers and Paraplanners - Prudential: The Budget 2016

On Wednesday 16 March, the Chancellor of the Exchequer, George Osborne, delivered his Budget to Parliament. more...

Budget Summary for Financial Advisers and Paraplanners - Brexit weighs on UK economic growth - Architas’ Nathan Sweeney

“Although the growth forecasts for the UK have been downgraded today the broad fundamentals for the UK economy remain relatively strong, including the latest positive news on unemployment released today. But as the Office for Budget Responsibility has made clear the uncertainty over the UK’s membership of the European Union is having an impact. This year we have already seen some market and currency fluctuations as a result of this uncertainty. more...

Canada Life: Budget statement Webinar 16 March

It’s that time again. The Chancellor of the Exchequer will make his Budget statement on 16 March, when he will reveal his proposed changes to taxation, allowances, property and ISA contributions. What is on the horizon for you and your clients? Neil Jones and Sam Newton of Canada Life’s ican Technical Services Team, will bring you up to date. more...

Budget webex for Financial Advisers and Paraplanners - Prudential: The Budget 2016 WebEx

It’s that time of year again when the Chancellor of the Exchequer, George Osborne, will deliver his annual Budget to Parliament. This year it will take place on Wednesday 16 March. more...

Budget webex for Financial Advisers and Paraplanners - Prudential: The Budget 2016 WebEx

The chancellor of the Exchequer, George Osborne, will stand up on Wednesday 16 March to deliver the Budget to Parliament. more...

Budget News for Financial Advisers and Paraplanners - Aberdeen Asset Management: Autumn statement and spending review

UK Chancellor George Osborne set out the state of the economy in the Autumn Statement and spending plans for the next four years in the Spending Review. Below you will find links to analysis and commentary from two of our leading experts. more...

Budget Update for advisers and Paraplanners - Prudential analysis on Autumn Statement 2015

On Wednesday, the Chancellor of the Exchequer, George Osborne, delivered his Autumn Statement to Parliament. more...

First | ... Next Last