Spring Budget 2023 and changes to Pensions Allowances

In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Paul Barnfather about the 2023 Spring Budget and how the changes to Annual and Lifetime Allowances will impact those planning for retirement.

This podcast is for information purposes and should not be taken as financial advice.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

You can find out more about Wesleyan at www.wesleyan.co.uk

Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited. Practice Plan Limited (Registered in England and Wales No. 03089948). Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS Telephone number: 01691 684120. Website: www.practiceplan.co.uk.

‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham, B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

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