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With a large parliamentary majority and an election campaign which was won on the promise of change, big announcements are anticipated in Chancellor Rachel Reeves’s first Budget. We explore how these changes could impact you and your family.
There are expectations that this could be a landmark budget, with the potential for key legislative changes affecting a wide range of groups including families, entrepreneurs and pre-retirees.
Register for our expert panel event where we discuss the most important announcements, and how they might impact you and your family.
Speakers
Alice Haine
Press centre
Alice is our spokesperson for Bestinvest. She is frequently quoted in the press as an expert on all matters related to personal finance. She joined Evelyn Partners in 2022 after 25 years working as a journalist with the past 15 years of her career focused on personal finance.
Mark Pollock
Financial planning
Mark has over 20 years of experience providing holistic advice to private clients. His career originally started in the world of Private Client tax qualifying as a Chartered Tax Adviser whilst working for KPMG in London, before moving on into the world of investment and financial planning with SG Hambros (now Kleinwort Hambros).
Toby Tallon
Personal tax
Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.
Rob Clarry
Investment management
Rob sits in Investment Strategy team at Evelyn Partners. He primarily focuses on investment research and asset allocation. This involves developing quantitative models to enhance the firm’s investment process and advising Fund Managers on both tactical and strategic asset allocation. Rob also writes thought leadership pieces and regularly comments on the latest economic and market developments.
