Independent Financial Planning Throughout the South West & South Wales
The Chancellor Philip Hammond has delivered his budget today, with a focus on supporting Britain through investment in the NHS, Schools and offering support to small businesses on the high street. The much speculated changes to pensions limits and tax relief have failed to come through, and as a result its really business as usual from a financial planning point of view. We have summarised the key points below that could have an impact on you as our clients.
Alison & Adrian
With no significant tax or pension changes in today’s Budget, we can now plan for the tax year ahead with confidence. The key planning points for clients from today’s Budget, and from measures already announced unaffected by todays statement are:
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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