
Sign up to save your podcasts
Or


We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director.
By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and describe some of the ways that VCTS are being used for investment portfolios.
The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
Hosted on Acast. See acast.com/privacy for more information.
By FTAdviserWe've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director.
By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and describe some of the ways that VCTS are being used for investment portfolios.
The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
Hosted on Acast. See acast.com/privacy for more information.

57 Listeners

15 Listeners

41 Listeners

87 Listeners

16 Listeners

13 Listeners

4 Listeners

4 Listeners

3 Listeners

182 Listeners

48 Listeners

181 Listeners

9 Listeners

35 Listeners

4 Listeners