57 - Adviser YouTube Mastery with James Shack
TRAP: The Real Adviser Podcast
Navigating Changes: UK Budget Impact on Financial Advisors
This chapter discusses the recent UK budget and its implications for financial advisors, emphasizing the end of a unique era and the challenges posed by new pension freedoms. The conversation highlights the necessity for advisors to adapt their strategies, including the rise of cash flow modeling, to effectively guide clients through changes in tax regulations and retirement planning. Additionally, it touches on the complexities of advising clients with increasing demands in the context of inheritance tax and national insurance adjustments.
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