Financial Planning - take stock of your finances

Crowe Cast

07/06/2024

In this episode of Crowe Casts, you will hear from Nasiba Vaiya, Senior Financial Planning Consultant, caught up with Phil Smithyes, Partner, Head of Financial Planning.

lady looking

With the General Election less than a month away, Nasiba caught up with Phil to discuss why it is an important time to take stock of your finances, what your options are and what might happen further down the line.

With the possibility that allowances, taxes and legislation change post-election, most likely in the Autumn Statement later in the year, listen to our CroweCast where our experts explore five planning pledges to consider revisiting in advance of the election.

Listen now to Nasiba and Phil as they consider "are things really about to get better, or have we never had it so good?

Further information can also be found on our insight Five Planning pledges.

 

 

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The information set out in this publication is for information purposes only and is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. It does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspects of our internal advice guidance.

Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore, investors may not get back the amount originally invested.

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