Later Life Financial Planning Under Labour

Take control of your future

With sweeping changes to pensions and inheritance tax announced in Labour’s first budget, your financial future may look different than you expected.

The October 2024 Budget introduced significant updates to financial rules that may affect your retirement plans and how you pass on your estate. Whether it’s reduced inheritance tax reliefs or changes to pension exemptions, these developments could reshape your financial future, especially if you were relying on passing on some of your hard-earned wealth inheritance tax-free via your pension.

It’s not a time for knee-jerk reactions but it is perhaps time to ensure you are fully aware of how the budget changes could impact your plans, evaluate your goals and determine how best to respond for you and your loved ones.

Are you prepared to adapt?

We specialise in later life financial planning and are here to help you understand these changes, assess your situation and develop a strategy tailored to your needs.

Join us at Stoke Lodge on Wednesday, 29th January or Wednesday 5th February 2025, 1.30pm to 2.30pm, to learn actionable strategies to navigate the latest changes. Contact Amy to book your place by calling 0117 3636 212 or emailing community@haroldstephens.co.uk.

Unable to attend?

Don’t miss out on valuable planning time. Get in touch to book a complimentary financial review with one of our expert independent financial advisers. Quote ‘Labour budget’ when calling 0117 3636 212 or email office@haroldstephens.co.uk.

Why Choose Us?

We are specialists in later life planning – Decades of experience helping retirees secure their futures.
Bespoke advice – We get to know you, your family, your goals and dreams and then advise strategies for your unique circumstances.
Peace of mind – Our expert advisers ensure they have the very best technical knowledge so you don’t have to. Let a specialist work for you so you have one less thing to worry about.