Summer Budget Review, how the changes affect my financial planning

Summer Budget: What the changes mean to you

It’s certainly been a busy year for the government with a general election and two Budgets to deliver. Acumen believe it is important that we provide as much information as possible, so you can establish how these changes are going to affect you and your financial planning.

There are a number of  articles and guides which can be viewed in the blog. A number of changes were proposed in the Summer budget, some of which have already come into effect.  We would like to share with you all of the most important developments in our autumn newsletter, please feel free to download the newsletter and we hope you enjoy reading it.

Download the lastest newsletter from Acumen, Acumen Autumn Newsletter – Summer Budget Review

Summer Budget: What the changes mean to you

The first Budget after an election is often the most radical – and that’s certainly the case with 2015’s post-poll offering. We highlight the Chancellor’s most important announcements and how they are likely to affect you and your financial planning.

Stories within the newsletter include:

  • Independent tax revisited a new set of changes to the tax system now and in 2016 mean it is time for couples to review their tax planning.
  • Investment in volatile times Market volatility has been at near-record levels in recent months as investors respond to the uncertainty in Europe. What is the best way to deal with this?
  • Pension futures Yet more changes to pensions were revealed in the Summer Budget in 2016/17, and a consultation was launched on the future of pension tax relief. Some of these changes are likely to affect you, so it’s a good idea to review your existing pension arrangements in the coming months.

As usual, there is plenty of information in the newsletter to absorb, we are always on hand for any questions that this may raise, please give Acumen Financial Partnership a call today on 0151 520 4353 or email

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