View more on these topics

MM Wired: The Budget impact on tax and financial planning

– What were the headline tax planning measures from the Budget?
– How do these interact with previously announced moves, such as the dividend and personal savings allowances?
– Does the tapered annual allowance signal more change to come on tax relief?
– Will further measures to crack down on tax avoidance and evasion ultimately succeed?


Tony Wickenden, joint managing director, Technical Connection
Claire Trott, head of pensions technical, Talbot and Muir
Daren O’Brien, director, Aurora Financial Solutions
Sandra Hogg, head of financial planning team, Scottish Widows

Chaired by Mark Sands, politics reporter, Money Marketing

Technical Connection provides access to a complete technical knowledge base, daily bulletins, full accredited CPD, technical updates , business generation ideas, a place to get answers to your technical questions together with bi-weekly client and professional connection communication through Techlink Professional. Go to and click the Contact Us link at the top of the screen and then request your free trial from the drop down menu.


Tony Wickenden: Lifetime Isa offers glimpse into pension tax future

Following the trend of those over the past few years, the Budget had plenty for financial planners to get stuck into. The “bigger picture” saw some interesting tax reductions and incentives being substantially funded by the continued war on aggressive tax avoidance. Multi-national companies and their tax shenanigans have been in the news since Starbucks […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment