MASECO - 'In Conversation With'
Attempting to 'make the arcane more approachable', the MASECO 'In Conversation With' series explores recent events in markets – reflecting on some of the thoughts and questions we regularly get asked by MASECO clients. Bringing our expert insight to the fore, each episode endeavours to makes sense of this singular period, as seen through the lens of the global investment landscape.
MASECO - 'In Conversation With'
Have the UK done enough to keep the expat community? Autumn Budget Breakdown & Year End Planning
This episode is packed with essential insights to help prepare you post the recent UK budget announcement, as well as to help with year-end financial planning considerations. Join Andrea Solana, Head of Advanced Planning and Partner at MASECO, alongside George King, Senior Wealth Manager, as they unpack significant updates impacting both UK and US taxpayers.
Andrea and George dive into the latest UK budget changes, from increases in capital gains taxes and new inheritance tax rules, to the the abolishment of the non-domiciled tax regime and it's replacement with a residence-based scheme. Andrea also reflects on the widespread speculation and anticipation leading up to the budget release, noting that while the changes were less extreme than expected, they still bring important tax revisions.
Tune in to this episode for crucial advice on optimising your financial position, navigating the latest UK budget changes, and important considerations and deadlines for year-end tax strategies!
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