Guide to Autumn Statement 2016

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CPD
Approx.60min
  • To unpick what the Autumn Statement means for advisers and their clients.
  • To understand what the Autumn Statement may mean for tax planning.
  • To learn about some the impact of the Autumn Statement on the cost of protection.

Guide to Autumn Statement 2016

  • To unpick what the Autumn Statement means for advisers and their clients.
  • To understand what the Autumn Statement may mean for tax planning.
  • To learn about some the impact of the Autumn Statement on the cost of protection.
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By Simoney Kyriakou
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The last ever Autumn Statement garnered significant amounts of media attention but now the dust has settled, it is important to look at what changes were made that will have long-term effects for you and your clients.

Moreover, a trawl through the supporting documents reveals some changes barely mentioned in the immediate aftermath of the Autumn Statement, such as the uprating of Junior Isas or widening of investment choices within personal portfolio bonds.

This guide will explore what chancellor Philip Hammond's financial statement means for mortgages, investment, protection, pensions and taxation, and how you might need to unpick some of these potentially complicated policies for your clients.

Contributors of content to this guide: Peter Williams, executive director of the Intermediary Mortgage Lenders Association; Henry Cobbe, head of Copia Capital; Nathan Long, senior pensions analyst for Hargreaves Lansdown; Steve Webb, head of policy for Royal London; Jason Hollands, managing director, business development and communications for TilneyBestinvest; Rachael Griffin, personal financial planning expert for Old Mutual Wealth; Yvonne Braun, director of policy, long-term savings and protection for the Association of British Insurers; Richard Buxton, head of UK equities for Old Mutual Global Investors; Andrew Tully, pensions technical director at Retirement Advantage; Steve Herbert, head of benefits strategy for Jelf Employee Benefits; John McCreadie, head of sales (UK) for Momentum Pensions; Susan Hannums, director of Savingschampion.co.uk; Daniela Glover, head of London financial services at Smith & Williamson; Mike Gordon, technical director for Rutherford Wilkinson; Liz Alley, divisional director of financial planning at Brewin Dolphin; Robin Fieth, chief executive of the Building Societies Association; Steve Bolton, founder of Platinum Property Partners; Dean Mirfin, technical director at Key Retirement; Katharine Moxham, spokesman for Group Risk Development; Morag Livingston, group risk and healthcare manager at Secondsight; Rajiv Vadgama, director of tax at RSM UK; Trevor Clark; operations director of Rutherford Wilkinson; Thomas Gillen, chief financial officer for Social Investment Scotland; The Redfern Review; and Gov.co.uk.

simoney.kyriakou@ft.com

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