OnDemand Webinar
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.
Watch the webinar
1st Nov 2024 Online
What does the Budget mean for your money?
Our panel of experts will help you get up to date with changes announced and the things you can do to help preserve and protect your wealth.
Watch the webinar
During the discussion our experts will cover a range of topics including:
- National Insurance and Income Tax
- Pensions and ISAs
- Capital Gains Tax
- Inheritance Tax
- Property
Meet the hosts
Lisa Caplan
Director of Charles Stanley Direct Advice and Guidance
Linkedin ProfileA 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.
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