Event

2024 Autumn budget: Pensions, tax and your money

Following Rachel Reeves' Autumn Budget, our panel of experts round up the key takeaways, outlining which areas of your personal finance are likely to be affected.

1st Nov 2024 12:00 pm Online

What will a Labour government mean for your money?

The upcoming autumn Budget is one of the most unpredictable fiscal events in living memory. A new Labour government with a considerable majority has a mandate for change and an urge to fill a so-called ‘black hole’ in public finances of £22bn.

Following the budget on 30^th October, ensure that you are up to date with changes announced and the things you can do to help preserve and protect your wealth.

What's covered in the webinar?

ISAs

Will the ISA landscape change or be simplified?

Pensions

Will there be changes to pension tax reliefs?

Capital gains tax (CGT)

Labour previously said it had “no plans” to change CGT rates, however, with its audit of the nation’s finances now complete, plans could be forming.

Inheritance tax (IHT)

The Labour manifesto was silent in the matter of IHT, leaving the door open to reform.

VAT on school fees

Widely publicised, the government plans to introduce VAT on school fees from January.

Income tax and National Insurance

The Labour manifesto was silent in the matter of IHT, leaving the door open to reform.

Meet the hosts

Lisa Caplan

Director OneStep Financial Planning

Linkedin Profile

A chartered Financial planner, using technology to make it easier for people to move forward towards financial wellbeing. Lisa combines digital experience gained at Nutmeg with Financial planning knowledge gained over thirteen years working in personal finance.

Rob Morgan

Chief Analyst

Rob has over 20 years' experience in Financial Services and has worked as a financial adviser, pension specialist and investment analyst. He currently specialises in researching actively-managed funds and he regularly writes about investments, markets and personal finances.

Erica Whyte

Spokesperson

Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson and Head of Content Strategy at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.