The Budget Lowdown: Opportunities and tax planning for financial advisers

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Presented by

Tony Wickenden, Technical Connection and Claire Trott, Technical Connection

About this talk

Following the Government’s much-anticipated Autumn Budget, we understand that you or your clients may have questions about the announced changes and their impact. Downing is committed to being a proactive partner in helping advisers navigate the recent regulatory changes and will be hosting a live webinar with Tony Wickenden, Managing Director, and Claire Trott, Director and pensions expert, from Technical Connection. The webinar will be hosted live at 12:30pm on Monday 25 November, and will cover the following: ・Overview of the Budget ・The timeline of amendments to inheritance tax and Business Relief ・Changes that will likely affect small businesses ・New post-budget technical tax planning scenarios We’ll end with a Q&A for you to submit any questions you or your clients may have.  If you can’t attend the live session, we encourage you to still register as a recording will be available.   In the meantime, if you have any questions regarding the Budget and its impact do not hesitate to reach out to your local BDM or you can email the team at sales@downing.co.uk who will be happy to help. Capital at risk.
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Downing is a responsible investment manager established in London in 1986. We manage £2 billion of assets under a range of investment mandates across our funds, investment trusts and other products. Our key private market investment areas include renewable energy, infrastructure, and residential and operating real estate sectors. In public markets, we have a boutique of specialist fund managers that provide a distinctive suite of investment mandates.