Event Category: Virtual

Stay informed and make strategic financial decisions.

The Autumn Statement is likely to introduce seismic changes to tax rates and reliefs, with a particular impact on wealth accumulation and preservation.

Join our experts on a live webinar, as we unpack what’s changed for you and your financial plan, as a result of the Budget.

• Economic projections shaping the Budget announcements
• Key tax updates and their direct impact on your finances
• Necessary pension adjustments for your retirement planning
• Actionable financial planning tips to stay ahead
• Aligning your goals with the current economic landscape
  

Hetal Mehta  Head of Economic Research

Tony Wickenden  Directorship, Technical Connection

Claire Trott  Divisional Director – Retirement and Holistic Planning

Episode 1: What we know, speculation, and key planning actions

Labour has signalled they will raise taxes in the autumn to ‘bolster’ public finances, as UK borrowing reaches 100% of GDP, and a ‘£22bn black hole’ is identified.

Labour made pledges before their election not to tax ‘working people’, leaving relatively few levers available to them.

It has already confirmed that VAT will apply at 20% on private school fees from January. It is also expected that sweeping reforms could be made to reduce pensions allowances and tax reliefs, increase capital gains tax rates, and broaden inheritance tax liabilities. Non-domiciled status will be abolished entirely, with no transitional arrangements, as had been intended by the previous government.

This autumn, join expert Apollo Private Wealth Advisers in our live webinar series, as we examine the penalties on wealth that Labour is poised to impose in their Autumn Statement on 30 October.

In celebration of World Entrepreneurs’ Day, our valued speakers from Technical Connection, Tony Wickenden and Simon Martin, will be joining us for an insightful discussion on business development and protecting the value of your business.

Tony and Simon will detail the key tax considerations for business owners and how these have changed over recent years. They will focus on having a robust financial plan, the value of seeking professional advice and exploring specific planning ideas.

Our expert speakers will also review Tax Alpha strategies:

• Helping to reduce your tax burden
• Profit extraction
• Utilising corporate cash
• Reducing risk

The event will conclude by examining some key planning ideas for our small, medium enterprise (SME) clients.

SJP Approved 18/04/2024

Our digital footprint is extensive, from online banking to social media. Planning your digital legacy allows you to control who has access to your digital accounts and assets when you’re gone.

During this session we will consider;

• What a digital legacy is, and how to stay in control of your online accounts
• Reducing family anxiety at a time of stress
• Thinking about legacy, and how to help parents or prepare your own
• What support the SJP Partnership can offer to ensure your wishes are fulfilled

Just one generation ago, it would sound like science fiction, but nowadays, we all have far-reaching digital personas, from photos, social media accounts and online subscriptions. Having a clear plan will help your next of kin to access these, alleviating additional anxiety at a difficult time.