Lisa Caplan
Financial planner at Charles Stanley Direct with extensive experience advising clients on pensions, investments and long-term financial planning.
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Dec 4, 2025 • 21min
Bonus: The questions financial planners are being asked after the Budget... and the answers
Lisa Caplan, a financial planner at Charles Stanley Direct, shares insights into the public's pressing questions following the Budget. She clarifies the 25% tax-free cash limit on pensions and discusses concerns about pensions and inheritance tax. Caplan explains the implications of salary sacrifice changes and promotes using tax wrappers like ISAs for investments. She highlights a new cash ISA allowance structure aimed at encouraging investments and emphasizes the importance of starting early in wealth building. Tune in for expert tips on navigating these financial shifts!
Sep 25, 2025 • 31min
Bonus episode: The big questions people are asking on pensions and inheritance tax - and the answers
Lisa Caplan, Director at Charles Stanley Direct Advice and Guidance, shares her deep expertise in pensions and inheritance tax. With major proposed changes looming, she discusses how pensions and estate planning are more critical than ever. Lisa underscores the importance of spending pensions for retirement rather than merely avoiding taxes. She also highlights strategies for minimizing inheritance tax exposure and practical tips on gifting and tax-free cash options. Listeners gain valuable insights on effective wealth management and planning ahead for the upcoming Budget.
