While there are difficult times ahead, advisers seem to agree that the 2022 Autumn Statement has been mild enough to stomach and could in fact be presented to clients as a positive opportunity, Hope William-Smith and Ayesha Venkataraman find...
Clarion Wealth Planning director John Winstanley says chancellor Jeremy Hunt's package of fiscal measures yesterday (17 November) is a good chance for clients to "review the current structure of their wealth". St James' Place divisional director of retirement and holistic planning Claire Trott agrees the statement had driven home how important tax-year end planning will be for advisers in the run up to April. "This was a far-reaching Autumn Statement with a lot to take account of and factor into short- and long-term financial planning," she adds. "It is important to ensure you are in ...
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