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Post-Budget Seminar: What the UK Budget Means for Your Wealth

Seminar Series From November 5th to November 8th

Events • Post-Budget Seminar: What the UK Budget Means for Your Wealth

  • Tax Planning

On October 30th, the UK Budget announcement unveiled several key changes in tax, fiscal policies, and financial regulations. 

We hosted exclusive Post-Budget Seminars, offering insights and analysis to help expatriates in the Middle East, high-net-worth individuals, and those with financial ties to the UK understand the implications of these changes on their wealth, property, and financial plans.

This event was more than a learning session; it was an essential resource for proactive financial planning, allowing our clients to stay ahead and make informed, future-focused decisions in an ever-changing economic climate.

  • Event Highlights

    • Key Tax Reforms and Fiscal Policies: Our expert analysts broke down the most significant tax reforms, focusing on capital gains, inheritance tax, pensions, and other critical areas affected by the new budget.
    • Impact on Financial Strategies: Attendees gained actionable insights into optimising their financial strategies in light of the budget changes, understanding how to adapt and make informed decisions moving forward.
    • Exclusive Expert Opinions: Industry-leading experts shared their opinions on the budget’s impact on finances, offering guidance tailored to the unique needs of our clients.
    • Networking Opportunities: Participants had the chance to network with peers and industry leaders, fostering connections to support their financial goals.

  • The seminar provided an invaluable platform for our clients to gain in-depth knowledge about the new UK Budget changes and their far-reaching implications.

    Attendees left well-equipped to face the evolving fiscal environment with confidence, having gained not only clarity on critical tax and financial reforms but also actionable strategies to adjust their financial plans accordingly. With guidance from our experienced analysts, clients learned how to optimise their wealth management, reduce potential liabilities, and seize new financial opportunities brought about by these policy shifts.

Our Speakers

Mark Routen

Head of Tax

Mark brings over three decades of taxation expertise, initially with the Inland Revenue (now HMRC) and later with prominent accounting firms. Transitioning to entrepreneurship, he founded his own company, specialising in expat tax planning, with extensive experience in India and Hong Kong.  Joining Hoxton in 2021, he spearheads the in-house tax division and is a distinguished member of the Chartered Institute of Taxation. 

Jonathan Brookes

Partner

Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, Australia, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, Australia, and Europe. 

Thomas Goldie

Senior Wealth Planner

Thomas has over 9 years of experience within the financial services industry and is one of the Senior financial advisers at Hoxton Wealth.

Thomas has qualifications across multiple jurisdictions and advises a large client base across the Middle East, Australasia, Asia, and Europe. 

“Lewis Paterson has been our financial advisor for some time now, and I can confidently say his service is outstanding. He brings a high level of professionalism, deep financial expertise, and a genuine commitment to helping his clients feel informed and supported.”

A Winter

09, June

“Jesper is a very informative adviser who has helped me shape my personal finance strategy whilst consistently providing robust advice.”

J Lightfoot

06, June

“Since late 2023, I have ve had the pleasure of working with James as my financial advisor, and I couldn’t be more satisfied with the experience. Specific attributes include his excellent communication style—he takes the time to listen, understand my goals, and explain financial strategies in a way that’s both clear and reassuring. ”

S Cleghorn

03, June

“Even when my adviser James Trewren took some short maternity leave to support his wife with their first baby, he made sure that if needed, I could still contact him and Fherlyn to take care and advise me.”

D Newton

01, June

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