The 2020 Budget: What it means to financial advisers and their clients

Presented by

John Woolley, Technical Connections

About this talk

This session will provide an overview of the main proposals in the Chancellor’s 2020 Budget that impact on clients of financial advisers. It will highlight any financial planning opportunities that arise.
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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.