Opportunities and challenges for 2025 with Jack Bewick and Josh Mann -Episode 13

In our thirteenth Hosted by HRIS podcast, our host, Alison Moini is joined by Jack and Josh from Intelligent financial advisory who discuss how they got into financial services and what they see as the opportunities and challenges that may arise for 2025.

In particular:

• AI’s role in transforming financial services.
• The Labour government’s potential tax reforms.
• How changes to inheritance tax and pensions could shape the way we plan for the future.