Financial Planning - take stock of your finances

Crowe Cast

Nasiba Vaiya, Phil Smithyes
07/06/2024

In this episode of Crowe Casts, you will hear from Nasiba Vaiya, Senior Financial Planning Consultant, caught up with Phil Smithyes, Partner, Head of Financial Planning.

lady looking

With the General Election less than a month away, Nasiba caught up with Phil to discuss why it is an important time to take stock of your finances, what your options are and what might happen further down the line.

With the possibility that allowances, taxes and legislation change post-election, most likely in the Autumn Statement later in the year, listen to our CroweCast where our experts explore five planning pledges to consider revisiting in advance of the election.

Listen now to Nasiba and Phil as they consider "are things really about to get better, or have we never had it so good?

Further information can also be found on our insight Five Planning pledges.

 

 

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Disclaimers

Crowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’) to provide independent financial advice.

The information contained within this article is based on our understanding of legislation, whether proposed or in force, and market practice as at August 2026.

Levels, bases and reliefs from taxation may be subject to change, and the availability and tax treatment of employee benefits will depend on each employer’s arrangements and each employee’s individual circumstances. The Financial Conduct Authority does not regulate tax planning.

Please be aware that by clicking onto any links to third party websites you will be leaving the Crowe Financial Planning website. Please note that Crowe Financial Planning is not responsible for the accuracy of the information contained within the linked sites.

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