State of the Nation – Politics, Tax, Economy & Investment
Session: 4 February 2021
Politics, tax, the economy and investment are inextricably linked. Individually and collectively they can have a big impact on UK financial planning. As we move into 2021, our presenters took stock of the current state of the financial planning nation and pondered where we are and where are we going.
Learning Outcome – this session will help you gain a better understanding of the potential impacts on financial planning when considering:
- The current political environment
- The current tax landscape
- The current economic and investment environment
Presenters – Vince Smith-Hughes – Director of Specialist Business Support
Les Cameron – Head of Technical
Michael Collins – Head of Government Affairs
Mark Riggall – Head of Client Portfolio Management
State of the Nation – Politics, Tax, Economy & Investment
Politics, tax, the economy and investment are inextricably linked. Individually and collectively they can have a big impact on UK financial planning. As we move into 2021, our presenters took stock of the current state of the financial planning nation and pondered where we are and where are we going.
To claim your CPD certificate, test your knowledge with the questions below.
Write down your answers to each of the following questions and check your answers when you click through to claim your CPD certificate on the link below.
Test your knowledge
1. What will most likely happen to the value of government bonds in the short term if interest rates rise?
a. The market value will rise
b. The market value will fall
c. They wont be affected
d. Only the coupon will be affected
2. Which body conducted a review into Capital Gains Tax (CGT) and Inheritance Tax (IHT)?
a. The Budget Office
b. Office for Budget responsibility
c. Office of Tax Simplification
d. HM Treasury
3. When are the local elections in the UK now scheduled for?
a. 8 April 2021
b. 6 May 2021
c. 3 June 2021
To claim your CPD certificate, click here.