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This new Adviser Home Guide, written and edited by Lisa Best Adviser Home Director Tax Efficient Solutions, is a comprehensive guide to BR taking account of the impact of the October 2024 Budget and subsequent consultation. We believe you’ll find it of immense practical and reference value in your work with clients.
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In brief the Guide covers:-
- The fundamentals of BR that remain unchanged
- The budget changes for BR
- Other budget changes impacting BR
- The impact in numbers
- Case studies: Pre budget vs. post budget scenarios
- Potential planning alternatives
- Consumer Duty imperatives
- AIM impacts
- Other tax efficient planning impacts
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The Guide includes insight from our partners, from other experts and advisers. It offers check lists, case studies and also 90 mins unstructured CPD.
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We acknowledge the support from our Partners:-
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