Brooks Macdonald

The dust is settling on what’s been described as the ‘spend now, pay later’ Budget, but what does the Chancellor's approach mean for your finances? As the real analysis begins, our final episode of our ‘Inside the Red Box’ series is here to help answer this question. Join Daniel Barratt FPFS and Kerry Holmes as they dissect the headlines and explore the changes, from the salary sacrifice cap to the new Cash ISA allowance and what we can expect in the months ahead. Listen to the episode now and visit our website more expert insights: https://lnkd.in/eKNuy65E #InsideTheRedBox #AutumnBudget #WealthManagement

Chancellor Rachel Reeves released the 2025 budget today. There’s a lot to unpack and so to help us understand more about the budget and its implications, we’ve asked Steve Webb, former Minister of Pensions to guide us through in a brief conversation with our colleague, Edward Backhouse FPFS from Brooks Financial. Visit our website to learn more: https://lnkd.in/eFnGQC5 #WealthManagement #FinancialPlanning #Budget2025

Concerned about how potential tax rises could affect your finances? Get prepared for the Budget and keep informed with our ‘Inside the Red Box’ series. In this week’s episode, Sarah Wilson-Trainor FPFS and Edward Backhouse FPFS discuss possible changes to income tax and what a rumoured property levy could mean for homeowners. With the Chancellor’s speech less than two weeks away, now is the time to make sure you’re ready for what the announcement could bring. Tune in for expert advice or visit our website for more insights: https://lnkd.in/eUnYWB2s #InsideTheRedBox #AutumnBudget #WealthPlanning

Could a Cash ISA cut be on the cards? Autumn-Budget month has finally arrived and amidst the mounting rumours, our ‘Inside the Red Box’ podcast is your guide to making sense of the speculation. Join Dan Thompson, CFA and Kerry Holmes for this week’s episode as they explore the possibility of a reduction to the Cash ISA allowance and what this could mean for your future savings. In the lead-up to the Chancellor’s changes, we are bringing you frank discussions and careful analysis, helping you navigate whatever the Budget brings. To watch the full video, click the link here: https://lnkd.in/eUnYWB2s #InsideTheRedBox #AutumnBudget #WealthPlanning #CashISA

Worried about what the Chancellor’s changes could mean for your pension? You're not alone. The latest episode of ‘Inside the Red Box’ is now live, guiding you through this week’s Autumn Budget rumours. Tune in as Daniel Barratt FPFS, Chartered Financial Planner at Brooks Financial and James Smith Chartered FCSI, Investment Director at Brooks Macdonald, explore concerns around pension reform, fears about cuts to the tax-free lump sum, and how you can best prepare in response. They also discuss how our long-term Retirement Strategies are designed to help you stay confident whatever the short-term brings. In the lead up to 26th November, let us deal with the speculation so you can focus on what matters. Listen each week and visit our website to learn more: https://lnkd.in/eUnYWB2s #InsideTheRedBox #AutumnBudget #WealthPlanning

Could the Autumn Budget shake up your estate plans? With the Chancellor's changes just a few weeks away, the season of speculation is here. Predictions are making headlines and it’s not always easy to tell fact from fiction. ‘Inside the Red Box’ is our series dedicated to debunking the rumours and focusing on what the Budget could actually mean for your financial planning. In this week’s conversation, Edward Backhouse FPFS and Louie Butlin explore the inheritance tax changes that may be in the pipeline and look to last year’s announcement to see what lessons we can learn about managing expectations. Visit our website to learn more: https://lnkd.in/ejWhxErB and tune in to our series each week as we help you prepare for whatever the Budget brings. #InsideTheRedBox #AutumnBudget #WealthPlanning