The pandemic has left the UK with record levels of national debt and rising, with implications for the Bank of England and the government as the cost of servicing that debt grows. And although the increase in national insurance contributions is far from popular, on both sides of the parliamentary aisle, the additional £12 billion a year the change is expected to bring is welcome, as are the significant savings from the temporary halt to the triple lock on pensions. And although we did not see an changes to the capital gains tax (aside from a small change with regard to the reporting and payment timeline) and inheritance tax, other announcements perhaps signal a direction of travel.
John Williams, head of wealth planning at Nedbank Private Wealth, was joined by Andrew Robins, a partner in the private client team at RSM UK – a global provider of audit, tax and consulting services – to discuss Rishi Sunak’s 2021 Autumn Budget. John and Andrew sought to set out the key changes announced and what these mean for the individuals and families who file taxes in the UK.
We regularly host webinars on different aspects of wealth planning, covering the events that change your life through to changes you can make that day. Sign up today to receive invites to those webinars and more.
Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how wealth planning can help them achieve their financial goals and objectives, or call +44 (0)1624 645000 to speak to our client services team.
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Any examples of investments and structures used are for illustrative purposes only. The inclusion does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Nedbank Private Wealth does not provide individual tax advice, and instead works with clients’ existing advisers or can provide an introduction if needed. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.
John heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).
John heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).
+44 (0)20 7002 3610
Antoine de Saint-Exupery said “A goal without a plan is just a wish”, which is particularly relevant when we consider our financial goals and aspirations. John Williams, who recently joined us as head of wealth planning, highlights three areas where wealth planning can be particularly important.
Read moreInternationals moving to the UK are able to remain non-domiciled, which offers opportunities and pitfalls, as our host, John Williams, and his guest, Mike Curran of PwC, will explain in this webinar.
Read moreMany of us had hoped that 2021 would see a return to some kind of ‘normality’. Unfortunately, that was far from the case.
Read moreThe concept of retirement means different things to different people. What does it mean for you? John Williams explains in a 30 minute webinar.
Read more
Andrew is a partner in the London private client team at RSM.
He specialises in advising individuals and families on how to structure their affairs, with particular focus on international matters. Andrew’s practice ranges from helping parents work out how to provide for their children financially, individuals relocating to or from the UK, to providing complex technical advice to international trustees involving multiple legal jurisdictions.
Prior to joining RSM as a partner in 2016, Andrew spend 14 years at the Royal Bank of Canada, where he was co-head of the bank’s UK tax advisory team.
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