Tech Talks
Access expert insight on pensions, tax, and trusts from our Technical Support Team. The information shared in these Tech Talks was correct at the time of publication.
Our latest Tech Talks
Autumn Budget: what made the cut?
The headlines may focus on today's announcements, but the real value lies in understanding what they mean for clients tomorrow.
Download our latest Tech Talk for the key client impacts, planning opportunities, and actions to consider following the Autumn Budget.
End of year tax planning 2025-26
With another tax year coming to a close, it’s a good time to look at end of year tax planning ideas available for clients. The aim is to ensure that clients use their available allowances and exemptions and take advantage of any reliefs.
Will the Autumn Budget 2025 knock retirement and savings confidence even further?
There’s been an unprecedented amount of speculation heading into this year’s Budget so it’s perhaps no surprise that Chancellor Rachel Reeves didn’t pull any proverbial rabbits out of the hat. But will this announcement knock retirement and savings confidence even further?
Time for an independent pensions body? Autumn Budget 2024
While we all breathe a sigh of relief tax-free cash was not hit in this year's Autumn Budget, it did include yet another significant change to pension legislation with pension death benefits to be included within the estate for inheritance tax purposes from April 2027.