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What did the Budget mean for lifetime and annual allowances?

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Beginner
Intermediate
Financial planning
Accredited
Event
Date:

Wednesday 19th April 2023

Location:

Online

Duration

1 HRS

Les Cameron of M&G Wealth joined us to explore what the Budget in March 2023 meant for paraplanners, financial planners and clients.

Over the course of a lunch hour, as well as fielding questions from paraplanners in the chat, Les talked through the key financial planning questions of the Chancellor of the Exchequer’s statement.

In particular, Les tackled the changes to lifetime and and annual allowances and their consequences.

Scroll down to view the video replay or listen instead via our podcast.

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Speakers

1
Les Cameron
M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

Event resources

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Useful links

M&G Wealth have created a page on their website where you can download Les’s slides AND complete a brief test to obtain your CPD certificate for taking part. To visit, just tap the link below.

Slides and CPD certificate

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