
This episode looks at the private client impact of the Autumn Budget, featuring Jodie Barwick Bell, Private Client Partner at Azets.
Jodie explains how the changes affect property owners, wealthy families and business owners, exploring what the new rules mean for investments, inheritance tax and the broader planning landscape.
The conversation covers cover property income tax increases, structuring options, investment portfolios, ISAs, family investment companies, dividend changes, EIS opportunities, the new council tax surcharge, inheritance tax reform, estate planning, trusts, pension changes and what families need to prepare for ahead of April 2026.
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Fresh Perspectives is the business podcast from Azets – where advisers, experts, and leaders share fresh thinking to help you move forward with confidence.
Each episode explores real-world challenges and opportunities for business owners and entrepreneurs, from finance and growth to leadership and technology.
Formerly Bang The Drum, the show continues Azets’ commitment to sharing practical advice, new ideas, and inspiring stories from across the business community.
This podcast has featured at #1 in the Apple Podcast charts for Management podcasts and #19 in the Apple Podcasts charts for Business podcasts.
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Find more about Azets at www.azets.com.
Contact us at [email protected].
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