Skip to content
Pre-Autumn Budget survey for financial advisers
1.
How do you feel about the current economic climate?
Very positive
Positive
Neutral
Negative
Very negative
2.
What is your primary concern regarding the Autumn Budget?
Tax increases
Public spending cuts
Inflation control
Support for businesses
3.
What one measure would you like the government to introduce this year?
4.
How likely do you think it is that the Autumn Budget will address the current economic challenges effectively?
Very likely
Likely
Neutral
Unlikely
Very unlikely
5.
How do you expect the Autumn Budget to impact your clients' financial planning?
Positively
No impact
Negatively
6.
What types of planning tools do you think will be more relevant post budget?
Tax-free lump sums
Gifting
Onshore bonds
Trusts
Whole of life insurance policies
Other (please specify)
7.
Are you currently seeing an increase in clients taking their tax-free lump sums?
Dramatically increased
Increased
No increase
Decreased
8.
Are you currently seeing an increase in clients gifting?
Dramatically increased
Increased
No increase
Decreased
9.
Please share any additional comments or suggestions you have regarding the upcoming Autumn Budget.
