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Broker Talkback

Was the pre-Budget report good for your clients?
No 62%
Don’t know 38%

No “It was a farce because those IHT arrangements could have already been in place for the sake of a couple of hundred pounds. The capital gains tax changes were reasonable. Overall, I was not inspired by it at all, though.”

Mark Parks, Mayfair Independent Financial Advisers

No “I do not think it makes too much difference, in fact, a big fat nothing.”

Samuel Lamptey, The Dorchester Finance

No “On the face of it, the capital gains tax changes appear to be not good. But it is difficult to say until we have worked out exactly what it means for clients.”

George Lloyd, Moneytalk Independent Financial Advisers

Don’t know “I am not sure yet. Budgets take a while for the true substance to come out and we can understand what it means. The jury is still out.”

Stephen Gamble, Stephen Gamble Independent Financial Adviser

No “I am not sure but I do not believe it was. I did not expect anything, however. I had no preconceived notions.”

Collin Wadden, Mercer and Hole

Don’t know “A bit of a mixture. We think the raised inheritance tax threshold is good and the capital gains tax changes will be good for some and bad for others.”

Arthur Dornan, Carterbar

No “It was not. It may have some benefits on the investment side but, for people wanting to sell their business, it would be no good at all.”

Mike Flather, Campton (Financial Services)

Don’t know “Some bits were good, some not so good, but certainly we think there should have been more to help first-time buyers.”

David Thompson, David Thompson Independent Financial Advisor Money Marketing welcomes readers’ letters for publication which should be sent to: The Editor, Money Marketing, 50 Poland Street, London, W1F 7AX. Letters can also be faxed on 020 7943 8097 or sent by email to: john. lappin@


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