Client segmentation key to preparing for next Budget

04/22/25 • 28 min

Carmen Reichman, multi-media editor at FT Adviser, is joined by Claire Trott, divisional director of retirement and holistic planning at St James’s Place, and Shaun Moore, tax and financial planning expert at Quilter, to discuss the changes the chancellor might make in the next Budget, the changes advisers would like to see, and how advisers can prepare their clients for the next fiscal event in these turbulent times.

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Hosted on Acast. See acast.com/privacy for more information.

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How to help your farming clients navigate the 'tractor tax'

In 2024, Britain’s faming communities marched to Westminster in protest against changes in the Autumn Budget to agricultural relief, which has been dubbed the 'family farm tax' or the 'tractor tax'.

In a bid to bring more tax into the nation's coffers, chancellor Rachel Reeves’ cut to APR will mean that from April 2026, a tax of 20 per cent will apply to agricultural assets over £1mn. Campaigners say this risks ringing the death knell for local farmers and the small businesses who rely on them.

So, how can financial advisers help all those affected when it comes to tax planning? Joining FT Adviser editor Simoney Kyriakou is Tom Bradshaw, president of the National Farmers' Union and an arable farmer himself.

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When workplace culture goes wrong

There are a number of reasons why workplace culture can fail in advice businesses, but the causes are often rooted in leadership and the way people rise through the ranks.

On this episode of the FT Adviser Better Business podcast multimedia editor Carmen Reichman speaks to workplace culture expert Jenny Segal and behavioural economist Mark Pittaccio about the fundamentals of good workplace culture in advice firms.

Hosted on Acast. See acast.com/privacy for more information.