The "strong story" the Lifetime Isa offers advisers and the "damp squib" of the government's response to its consultation paper on pension tax relief are among the wide array of topics covered in the edited version of the Cofunds Budget Review that is now available to view on Professional Adviser.
Featuring Tony Wickenden and Samantha Kaye of Technical Connection, the review, which you can view here, digests the key points of the 2016 Budget and their implications for investors and advisers, including the Lifetime Isa (‘Lisa'), pensions, capital gains tax, considerations for small and medium-sized enterprises and technical points such as the tidying-up of past legislation. According to Wickenden, the ‘Lisa', into which people under 40 will be incentivised to save up to £4,000 a year, is a potential opportunity for advisers. "There is a strong story here in talking to parents and g...
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