Taking place just a few days after the Budget, and with the end of 2025 rapidly approaching, our final market outlook session of the year will see our expert panel dissect the effects of the Budget on the markets, what that means for advisers and clients, and what we can expect to see as we enter 2026.  

As we learned at the last Budget, it can be unwise to speculate too deeply in advance on what it might contain – however, changes to pensions and ISA limits are rumoured, with potential further tinkering to CGT and IHT rules also on the cards.

Whatever the Budget brings, our expert panel will be on hand to fully analyse the headlines, the underlying detail, and what they expect in terms of ongoing implications.

This session will focus on the Budget’s impact through the lens of tax-efficient planning. With potential changes to CGT, IHT, and wider tax allowances, our panel will explore what these developments could mean for advisers looking to optimise client outcomes.

From Business Relief and tax-efficient investment structures to intergenerational planning strategies, our experts will unpack the detail and share practical insights to help navigate the evolving landscape.

Following our recent Compliance Clinic on working with clients with vulnerable character, we’re pleased to delve further into this important, evolving area with a panel of area specialists.  The FCA has been very clear that vulnerability is a key focus for them, with the regulator recently stating ‘‘If a firm can’t get vulnerability right, particularly the identification, then how is it getting its target market or client segmentation right?”.  In this session, we’ll explore not only regulation around vulnerable clients, but also how to strengthen processes of identification and evidencing, and how to continue effectively supporting clients with vulnerable characteristics. 

In our regular catch-up with Simplybiz CEO, Tom Hegarty, we’ll be discussing the biggest headlines of the past twelve months – both in terms of Simplybiz news and the advice landscape overall.  Tom will also be taking a deep dive into the areas of business continuity and growth, discussing insight from our members and what he’s seeing across the sector.

As we approach the end of the year, Simplybiz Compliance Director, Paul Bruns, pops by the Advice Show to talk about twelve months of Consultancy Papers and information from the regulator, reaching the second anniversary of the Consumer Duty, and what he thinks we might expect from the start of 2026.

As the advice landscape continues to evolve, the ability for an advice firm to increase capacity whilst keeping clients safe and informed has never been more important. 
In this session, our expert panel explore some of the cyber-threats currently facing both advisers and clients, how to identify and tackle them, what the sector is doing to stay ahead of this issue, and how open and regular communication with clients can help to keep them safe.