M&G Wealth

Les Cameron, Head of Technical at M&G Wealth, has been featured in FT Adviser on the topic of ‘How is pensions tax looking post-Budget’?    For UK Financial Professionals.    In this piece Les explains: the government plans regarding overseas pension transfers; the impact of bringing pensions into IHT and the impact of increasing employer national insurance contributions. Engaging with this article will also count towards 30 minutes of CPD.    Read the full article here: https://lnkd.in/e_XruBPD

We are delighted to offer a half day online seminar in celebration of our 20 year anniversary of PruFund. Since 2004, PruFund has helped to smooth clients’ investments across some of the most volatile market events. The day consists of four sessions with expert fund managers and speakers including three of our top M&G executives – M&G Life CEO Clive Bolton, MD Life & Individual Pensions Anusha Mittal and MD of Distribution Rob Hickson. You can sign up to attend the whole event or individual sessions. Sign up here: https://lnkd.in/eZ-ixTC8

We’re happy to announce that our next cohort of candidates is starting stage 2 of the M&G Wealth Advice Academy programme today. We're looking forward to working with them all and helping to develop their advisory and business skills over the coming weeks, setting them up for success in stage 3. To find out more about our Academy visit: https://lnkd.in/eZ3BNmv2

As this Autumn Budget working week draws to a close, Les Cameron has summarised the key points from the new Labour government's first budget.    The blog details the key financial implications and considerations for financial professionals and their clients to consider going forward. Read more below:

Les Cameron, Head of Technical at M&G Wealth has shared his key budget takeaways with the team at IFA Magazine. The piece covers Les's in-depth analysis of the main announcements from the Autumn budget yesterday. Read the full article here: https://lnkd.in/ehAdYN9q

Yesterday Rachel Reeves delivered a historic budget, being the first female chancellor of the exchequer to do so. And the first Labour one for 14 years.   With an unusually long gap between election day and budget day the days were filled with rumours and speculation about what was going to be announced.    Our M&G Wealth Technical team have pulled together their thoughts on the outcomes from this budget including the changes for your clients when it comes to key financial planning topics such as pensions, inheritance tax, and changes to Capital Gains Tax.    Read more here: https://lnkd.in/ecmUnpaV

Join our Autumn Budget 2024 webinar with the M&G Wealth Technical team. Taking place at 10am on Thursday the 31st of October, Les Cameron, Head of Technical at M&G Wealth, and his team will be delivering a not-to-be-missed online event, talking you through how the announcements and changes will impact your clients’ financial planning. Register here: https://lnkd.in/ebWYGPkp

Today the new government will be unveiling their Autumn Budget for 2024. We’ll be keeping this post updated with comments from our M&G Wealth Technical team as the budget announcements come through. Keep following to find out more.

For UK Financial Professionals only. The curtain has fallen on some enticing short-term products and your clients, who have benefited from these offerings, now seek their next strategic move. At M&G Wealth, we’re here to support you in guiding your clients toward smart investment decisions. Advisers can access a wide range of products, underpinned by a distinct investment approach, which caters to diverse client needs. Explore how we can help your clients thrive Learn more here: https://lnkd.in/e3bHHBBY What types of investment products or trends do you see shaping the future of financial advice? Let’s discuss in the comments below. 👇

Our M&G Wealth Technical manager Barrie Dawson has appeared in Professional Adviser this week.    Click through to read more about how using IHT exemptions can add up to make a huge difference: https://incm.pub/4ePz3cp