Tax and Pension Update - Yeovil

On Wednesday 28 October John Healey will deliver his first Budget as Chancellor. It's also the first Budget since Andy Burnham became Prime Minister, so there's a lot of interest in the fiscal policies of the new government.

Nothing is confirmed, but current speculation points to possible changes to capital gains tax, the pension tax-free lump sum and how higher-value property is taxed. Inheritance tax planning is also in focus, with most unused pension funds coming into the IHT net from April 2027.

To help you understand what the Budget means for you, Albert Goodman is hosting a series of post-Budget seminars across the region. Our accountancy, tax and financial planning experts will take you through the announcements and what they mean for individuals, families, and business owners.

At each seminar we will:

• Go through the key measures announced and who they affect
• Look at the impact on individuals, businesses, and investors
• Set out practical steps you can take
• Highlight opportunities as well as risks, so you can make informed decisions

Whatever the Budget brings, our Financial Planning team will also provide an update on investments and the financial markets. We'll look at how markets have performed this year and what that could mean for your portfolio.

Whether your main concern is personal tax, business planning, inheritance tax or pensions, our team will be on hand to answer your questions.

Our seminars are always popular and places are strictly limited, so we'd encourage you to secure your place immediately. This event is being hosted in four locations, so if you are unable to attend on this date, please head to our website to find alternative locations.