The Wesleyan Podcast provides tips and information for Doctors, Dentists and Teachers to help with their personal and commercial finances, as well as the latest news about us. This podcast is for information only and does not constitute financial advice. To book an appointment with a Wesleyan Financial Services Adviser go to www.wesleyan.co.uk Please note past performance is not a reliable guide to future performance and the value of your investment and income can go down as well as up, so you could get back less than you invested. Capital at risk. 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.
Episodes
Tuesday Feb 28, 2023
Tuesday Feb 28, 2023
In this episode Laura Whyte is joined by Wesleyan Financial Services Specialist Financial Adviser Magdelena Harding. They're talking about allowances that are available for tax-efficient savings alongside how the autumn statement delivered by Jeremy Hunt in 2022 will impact those in future.
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
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