The guide summarises the key tax and pensions changes introduced by the Government in the June 2010 Budget and highlights the likely impact on advisers and their clients as well as considering the long-term financial planning options still available to them. Available free of charge, the guide covers changes relating to:
- Capital Gains Tax
- Personal Allowance
- VAT
- Corporation Tax
- Pensions
“Now is a key time for people to review their finances and we would encourage them to seek the help of a financial adviser to ensure their money is working as hard as possible for them.
"We have produced this timely guide to help advisers navigate their clients through these changes - we remain committed to working with and supporting advisers both to strengthen their business models and to help ensure customers receive the best possible financial advice."
The Zurich UK Life Coalition Budget Guide can be downloaded from https://www.zurichintermediary.co.uk.