Post Budget webinar form

WEBINAR

Post-Budget Review

Thank you for attending our Autumn Budget Breakdown webinar and scheduling a call with our Client Engagement Team.

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RESOURCES

More from our experts

Recent resources from our Knowledge Hub, downloadable factsheets, and Lumin’s ‘Financial Illumination’ podcast.

KNOWLEDGE HUB

Have you built a financial plan or just collected investments?

In your working life, you may have built a combination of workplace pensions, Stocks & Shares ISAs, property, and savings accounts. Without clear objectives, this can mean unnecessary risk, duplicated exposure and tax inefficiency.

FACTSHEET

Your options for your pensions

Key aspects and tax considerations of pensions, from growing your pension to using it in retirement.

A robust plan provides an overall strategy to coordinate your decisions, balance your priorities, and achieve your goals, potentially leaving you thousands of pounds better off.

PODCAST

ISA changes 2027 explained

What do the upcoming ISA changes mean for your savings and investments? And what should you be thinking about before April 2027?

James Corcoran is joined by Jack Dudley to break down what the latest changes could mean for your long-term financial planning.

Lumin Wealth Management Limited and Lumin Wealth Limited are both owned by Lumin Group Limited.

Lumin Wealth™ is a trading name of Lumin Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA) No. 775068.

Registered Address: 2nd Floor, 4 Beaconsfield Road, St Albans, Herts, England, AL1 3RD.
Company Registered in England and Wales—Company No. 03381115

Lumin Wealth™ is a trading name of Lumin Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority (FCA) No. 580185.

Registered Address: 2nd Floor, 4 Beaconsfield Road, St Albans, Herts, England, AL1 3RD.
Company Registered in England and Wales – Company No. 07366158