Shortly after the upcoming Autumn Budget, which takes place on 30th October, Chetwood Financial will host a webinar that will explore what is set to be one of the biggest tax shake-ups in decades.
The webinar, ‘Dissecting the Budget – how to protect your business, your wealth and assets’ will take place at 10am on 4th November, via Teams.
Roger Morris, group distribution director at Chetwood Financial, will host John McCaffery, partner and head of tax at Alexander & Co Chartered Accountants and Tax Advisors.
Significant changes are anticipated to Capital Gains Tax (CGT), Inheritance Tax and pension tax relief, affecting both businesses and individuals.
Once the Budget changes have been confirmed, McCaffery will step in to help listeners understand how the confirmed changes will impact you and learn how to navigate these changes.
With time to analyse the budget documents ahead of the webinar, including policies not mentioned in the speech, the webinar will provide the details and analysis that many will have missed.
Anticipated topics include: the impact of CGT changes and the solutions; changes to holiday and short-term let; being tax efficient with buy-to-let properties and other assets; limited companies; Inheritance Tax and pension changes; whether trusts are a viable option; family investment companies; and offshore options for the future.
The webinar will also address any curveballs thrown by the Chancellor, analysing and explaining their impact.
The webinar will consist of tax commentary, not financial advice, and the commentary will be facilitated – not provided – by Chetwood Financial.
To sign up for the webinar, click here.
Morris said: “The aim of our educational debrief on the budget is to ensure mortgage advisers are well-informed, equipping them with the knowledge needed to guide their clients effectively, but not to provide tax advice.
“Education is at the core of everything we do, empowering advisers to stay ahead in an evolving market.”
