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Have the UK done enough to keep the expat community? Autumn Budget Breakdown & Year End Planning
This episode is packed with essential insights to help prepare you post the recent UK budget announcement, as well as to help with year-end financial planning considerations. Join Andrea Solana, Head of Advanced Planning and Partner at MASECO, alongside George King, Senior Wealth Manager, as they unpack significant updates impacting both UK and US taxpayers.
Andrea and George dive into the latest UK budget changes, from increases in capital gains taxes and new inheritance tax rules, to the the abolishment of the non-domiciled tax regime and it's replacement with a residence-based scheme. Andrea also reflects on the widespread speculation and anticipation leading up to the budget release, noting that while the changes were less extreme than expected, they still bring important tax revisions.
Tune in to this episode for crucial advice on optimising your financial position, navigating the latest UK budget changes, and important considerations and deadlines for year-end tax strategies!
Please read this page before proceeding – The Legal Stuff:
Information accessed on our website is subject to our Terms & Conditions.
- Nothing in the podcast constitutes investment, tax, or any other type of advice and should not be construed as such.
- The information in this video is not intended to be relied upon as a forecast or research. The podcast is provided for information purposes only.
- Although the information is based on data which MASECO considers reliable, MASECO gives no assurance or guarantee that the information is accurate, current, or complete and it should not be relied upon as such.
- This podcast does not constitute a recommendation, offer or solicitation to buy or sell any products or to adopt an investment strategy.
- All investments involve risk and may lose value. The value of investments can go down depending on market conditions and you may not get back the original amount invested. Your capital is always at risk. Fluctuation in currency exchange rates may cause the value of an investment to go up or down.
- Past performance is not a reliable indicator of future results.
MASECO LLP (trading as MASECO Private Wealth and MASECO Institutional) is established as a limited liability partnership under the laws of England and Wales (Companies House No. OC337650) and has its registered office at The KODAK Building | 11 Keeley Street | London | WC2B 4BA. The individua...
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By MASECO Private WealthThis episode is packed with essential insights to help prepare you post the recent UK budget announcement, as well as to help with year-end financial planning considerations. Join Andrea Solana, Head of Advanced Planning and Partner at MASECO, alongside George King, Senior Wealth Manager, as they unpack significant updates impacting both UK and US taxpayers.
Andrea and George dive into the latest UK budget changes, from increases in capital gains taxes and new inheritance tax rules, to the the abolishment of the non-domiciled tax regime and it's replacement with a residence-based scheme. Andrea also reflects on the widespread speculation and anticipation leading up to the budget release, noting that while the changes were less extreme than expected, they still bring important tax revisions.
Tune in to this episode for crucial advice on optimising your financial position, navigating the latest UK budget changes, and important considerations and deadlines for year-end tax strategies!
Please read this page before proceeding – The Legal Stuff:
Information accessed on our website is subject to our Terms & Conditions.
- Nothing in the podcast constitutes investment, tax, or any other type of advice and should not be construed as such.
- The information in this video is not intended to be relied upon as a forecast or research. The podcast is provided for information purposes only.
- Although the information is based on data which MASECO considers reliable, MASECO gives no assurance or guarantee that the information is accurate, current, or complete and it should not be relied upon as such.
- This podcast does not constitute a recommendation, offer or solicitation to buy or sell any products or to adopt an investment strategy.
- All investments involve risk and may lose value. The value of investments can go down depending on market conditions and you may not get back the original amount invested. Your capital is always at risk. Fluctuation in currency exchange rates may cause the value of an investment to go up or down.
- Past performance is not a reliable indicator of future results.
MASECO LLP (trading as MASECO Private Wealth and MASECO Institutional) is established as a limited liability partnership under the laws of England and Wales (Companies House No. OC337650) and has its registered office at The KODAK Building | 11 Keeley Street | London | WC2B 4BA. The individua...