Budget Insights with Rebecca Bonner

In this episode of Wisdom Shared, Rebecca Bonner of Trigpoint Financial Planning speaks to Eleanor Williams about the recent UK budget’s practical impact on advisers and their clients.

They discuss how financial advisers are adapting their planning, covering: 

• Salary sacrifice changes

• Frozen tax thresholds

• Pensions

• Inheritance planning

• Trusts

• Gifting strategies

Rebecca Bonner is Managing Director and Independent Financial Adviser at Trigpoint Financial Planning.

Eleanor Williams is the Partnerships Director at Albemarle Street Partners.

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