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“It’s a good move to evaluate your situation now, as it gives you plenty of time to adjust your approach if needs be.”
Charlotte Ransom, CEO of financial advisors Netwealth said: "We've seen a significant increase in people bringing forward discussions and exploring tax-efficient ways to pass on their money."
“Gerard Lyons, the chief economic strategist at Netwealth, said: “The Chancellor is too pessimistic. She was justified in highlighting the poor fiscal position we are in and the high level of debt, but she was wrong to talk down the economy because, as the figures show, the economy was relatively strong in the first half of the year.”
"The economic outlook depends upon the fundamentals, policy choices & confidence. Lose confidence and it deters people from spending or firms from investing. Realism is needed but get the balance right. Don't talk yourself into a downturn," says Gerard Lyons, Chief Economic Strategist at Netwealth.
"A strategy that goes for growth is needed, but the options are more constrained now, so it looks as though we will get higher taxes." Gerard Lyons, Netwealth
“As with any sensible investment strategy, you should also ensure you pay attention to the factors which make a real difference, such as keeping investment management fees low and being broadly diversified.”
As Tom Kimche, head of advice at Netwealth, explains, BR was originally designed to prevent small business owners from needing to liquidate a longstanding business in order to pay IHT on the owner’s death.
“There are important lessons from 1987, not least keeping falls in financial markets in context.”
