AJ Bell Money & Markets

Breaking down the Budget: Cash ISA cuts, Lifetime ISA changes, dividend tax hikes and more


Listen Later

AJ Bell experts Charlene Young and Dan Coatsworth react to Rachel Reeves’ autumn Budget in this special edition of the Money & Markets podcast.

Financial markets were initially taken by surprise after the OBR report was leaked ahead of the chancellor’s speech, and Dan explains why gilts and equities moved in a certain way. He also dives into the reasons why banking and gambling shares saw big moves. [31:24]

There was big news for anyone who uses salary sacrifice to make pension contributions. Charlene explains how the system will change from 2029. [07:35]

The taxman is going to take a bigger chunk of your dividends, savings and property income under new rules. Dan also explains how higher property income taxes might lead to higher rent on flats or houses. [10:35]

The podcast team explore the changes in store for Cash ISAs [13:00] and why we might see the Lifetime ISA morph into something else. [14:30]

Are you lucky enough to have a home worth more than £2 million? Brace yourself for higher taxes. [16:45]

Dan argues that a stamp duty holding on shares in newly listed companies doesn’t go far enough. [20:45]. He also explores the extra pressures being piled on small businesses.

Charlene reveals some good news from the Budget around energy bills, rail fares and more. [23:53]. She finishes up with important news on frozen allowances [25:50].

...more
View all episodesView all episodes
Download on the App Store

AJ Bell Money & MarketsBy AJ Bell

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like AJ Bell Money & Markets

View all
Money Clinic with Claer Barrett by Financial Times

Money Clinic with Claer Barrett

56 Listeners

Money Box by BBC Radio 4

Money Box

35 Listeners

The Martin Lewis Podcast by BBC Radio 5 Live

The Martin Lewis Podcast

85 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

16 Listeners

This is Money Podcast by This is Money

This is Money Podcast

43 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

87 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

15 Listeners

Cash Chats UK Money & Personal Finance podcast by Andy Webb

Cash Chats UK Money & Personal Finance podcast

6 Listeners

Which? by Which?

Which?

8 Listeners

On The Money by interactive investor

On The Money

4 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

3 Listeners

AJ Bell Money Matters by AJ Bell

AJ Bell Money Matters

2 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

52 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

10 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

38 Listeners

The Stocks and Savings Podcast by Stocks and Savings

The Stocks and Savings Podcast

3 Listeners