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It’s been an eventful few weeks! We’re bringing you our October 2024 newsletter with a slight delay, as the Autumn Budget on 30 October was such an important announcement that we didn’t want to share the limelight. Can you blame us – it’s our 25th birthday, we want to celebrate with a bang!
We were honoured to speak at the CISI Financial Planning Conference last month, up in Manchester. The team were fantastic as always, and we always delight in being able to share our learning and best practice with the wider community of financial planners.
Without further ado, let’s dive in. First up, you’ll find a heartfelt message from Julian Gilbert, our founder, thanking our dedicated clients and supporters over the years for joining us on our journey to a quarter of a century. We celebrated in style at the Skyline London – you’ll see a couple of photographs from the celebration below, too.
Next up, a recap of our fantastic webinar, delivered by the one and only Bruce Nash. If you weren’t able to join us, you can find the recording in this newsletter. It was a brilliant session, so we highly recommend you watch it back if you’re thinking in any way about your future (which, given your work with us, you certainly should be!). This is followed by our Budget summary, just in case you missed it from us a couple of weeks ago, and a reminder that the end of the tax year is creeping up on us at pace. Finally, we round up with a recap of our recent team volunteering day and our usual dose of Toby’s Tales.
We hope you enjoy this newsletter.