Five things your clients will call you about this week

Laura Miller
clock

Nationals roundup: Expect calls this week from home flippers, higher-rate tax payers, gifters and last minute ISA hunters.

The papers have been overflowing with financial news over the weekend ahead of Wednesday's Budget and the end of the tax year on 5 April. Every paper carried stories on these five issues. 1) Tax changes already planned for 6 April Higher-rate taxpayers face paying hundreds of pounds more in income tax and national insurance (NI) from 6 April, regardless of any new measures that may be announced in the Budget, as NI jumps a percentage point and the 40% tax threshold is lowered. Avoidance methods could be a hot topic in meetings. 2) ‘Flipping' to avoid CGT 'Flipping' is where a...

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

UK financial services M&A outpaces global deals in H1 as value surges eightfold

UK financial services M&A outpaces global deals in H1 as value surges eightfold

EY analysis

clock 06 July 2026 • 2 min read
Will advisers have to reposition annual reviews as a premium service to justify their fees?

Will advisers have to reposition annual reviews as a premium service to justify their fees?

'Advisers must be honest about which parts of the client book remain sustainable'

Mark Glover
clock 06 July 2026 • 5 min read
MKC Invest backs robotics as physical AI takes off

MKC Invest backs robotics as physical AI takes off

Conducts four-week internal research project

Sophia Panayi
clock 03 July 2026 • 2 min read