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The Transact Platform Podcast
Transact
14 episodes
4 days ago
Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.
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Investing
Business
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All content for The Transact Platform Podcast is the property of Transact and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.
Show more...
Investing
Business
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Pre-Budget Speculation: What Could Be Coming?
The Transact Platform Podcast
29 minutes 52 seconds
1 month ago
Pre-Budget Speculation: What Could Be Coming?

Join Mark Fenlon, Head of Technical Services at Transact, and Brian Radbone, Technical Counsel, as they dive into the big debate ahead of the Chancellor’s Autumn Budget. From National Insurance changes to potential reforms in ISAs, pensions, and inheritance tax, this episode explores the rumors, the rationale, and what advisers should be watching closely. Will we see alignment of CGT and income tax rates? Could lifetime gifting limits reshape estate planning? And what about the future of salary sacrifice and tax-free cash? Tune in for expert insights and practical considerations before the big day on 26 November. Listen and follow now!

Our post Budget episode will reflect on the actual changes.  

Don’t forget to follow us on ⁠⁠LinkedIn⁠⁠ and ⁠⁠X⁠⁠

For more information visit our website at: ⁠⁠ https://www.transact-online.co.uk⁠⁠

For adviser use only.

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

The Transact Platform Podcast
Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.