Our expert speakers will look ahead to proposals likely expected from the Autumn Budget of the new Labour Government.
Key topics to be covered include:
- Capital Gains Tax
- Inheritance Tax
- Pensions
- Non-Dom rules
During this horizon scanning panel discussion our speakers will discuss the impact of any budget proposals and what advice they should give to their clients.
In partnership with:
Speakers:
Dr Sam Hart, Private Client Tax adviser at Claritas
Dr Sam Hart is Head of Private Client at Claritas Tax and has spent 28 years advising HNW and UHNW individuals. Sam also sits on the Editorial Board of the STEP Journal and is a member of the Essay Route exam panel for STEP.
Rebecca Aldridge, Founder of Balance: Wealth Planning
Rebecca Aldridge is Managing Director and Founder of Balance: Wealth Planning and has worked in award-winning financial planning companies at senior and board level for over 20 years. Rebecca also holds Chartered Financial Planning and Certified Financial Planner status.
Hannah Turner, Director at Freeths
Hannah Turner is a Director in the Trusts, Estates and Tax team at Freeths. Hannah specialises in estate and personal tax planning for a variety of individuals advising on and preparing Wills, Lasting Powers of Attorney and trusts. Hannah deals with estate administration including supporting our Private Client Dispute Resolution team in relation to contested estates. Hannah advises trustees on all aspects of trust administration including tax reporting requirements. Hannah is also a member of Freeths’ private wealth initiative which brings together specialists across the firm to advise and support business owners at every stage of the business cycle.
Venue:
Freeths LLP, 80 Cumberland Place, Mount Street, Nottingham, NG1 6HH
Date:
Wednesday 23 October 2024
Timings:
5.30pm - 6.00pm: Registration
6.00pm - 7.00pm: Seminar
7.00pm - 7.45pm: Networking with drinks and nibbles
