Summer Budget: An exclusive print-out guide to send to clients

An exclusive print-out guide to send to clients

clock

With the measures outlined by George Osborne in the first all-Tory Budget in almost two decades digested, Professional Adviser has produced an exclusive, client-friendly and printable guide to the key changes...

While advisers are analysing the changes to dividends taxation and pension input periods, other changes to inheritance tax, the pensions annual allowance and higher rate thresholds may be of more immediate concern to customers. Simply share this page with clients, forward the pdf on separately or print out. We've even thrown in a 'call to action'...   [asset_library_tag 9005,CLICK HERE FOR YOUR CLIENT-FRIENDLY SUMMER BUDGET GUIDE]

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The Platforms Association launches UK's first transfers charter

The Platforms Association launches UK's first transfers charter

Designed to modernise investment transfers

Sophia Panayi
clock 25 June 2026 • 2 min read
Half of UK advisers cannot see clients' crypto assets

Half of UK advisers cannot see clients' crypto assets

Research from CoinShares

Sophia Panayi
clock 25 June 2026 • 2 min read
SENDA launches first accredited training courses for special needs planning

SENDA launches first accredited training courses for special needs planning

Full certification programme to follow

Sophia Panayi
clock 25 June 2026 • 3 min read