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How financial advice can help you benefit

Some examples of the value of advice:

  • The cut in the dividend allowance from £5000 to £2000 means a financial planner’s help is even more valuable if you hold shares.
  • Changes to the VCT/EIS rules: we advise on these schemes where appropriate, and can help make sense of the changes.
  • Measures such as the new tax charge on QROPS underline  the Government’s commitment to ending aggressive tax avoidance and emphasise the value of good, long-term retirement planning.

Read our further highlights and complete Budget Report

For advice about how the budget might affect you – or any other financial planning matter – please call us on +44(0)1244 893 871 or send an email to advice@omwealthpca.co.uk and we’ll put you in touch with a financial planner to suit your needs.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.