51 - Much Ado About Nothing
TRAP: The Real Adviser Podcast
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Navigating Inflation and Regulatory Changes
This chapter explores recent shifts in regulatory fees and standards affecting financial advisors, while emphasizing the impact of personal inflation rates on investment strategies. The discussion highlights the significance of understanding inflation beyond government statistics and the importance of tailoring financial advice to individual client experiences and expenses. Additionally, it addresses upcoming budget announcements regarding tax thresholds, particularly concerning pensions and inheritance tax, and discusses the public's reaction to these changes.
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