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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 Manager

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. 

“Michael Yuille has been great to work with in planning my retirement. He's been very attentive and offers sound financial advice. Michael's assistant, Strawberry Palacio, has been helpful with good communication and assisting me in establishing my account.”

A Webster

08, May

“I want to recommend Hoxton and in particular, Bernadeth Tagadtad and Bhavin Vaja who have helped me transfer my UK pension to Australia. It was a long and complex process and I could not have managed without them. They did everything possible to make the process run as smoothly as it could.”

J Ross

08, May

“Two years plus with Rob of Hoxton Wealth has provided dividends in the value of my pension. I have found Rob and Lea most friendly, capable and efficient”

T Moore

06, May

“I have been working with Richard Cawley and Lalith Mangalarapu at Hoxton for the last few months on the best way as an Australian citizen to access my US401K plan. They have listened, understood what I'm after, given great advice and suggestions and put me in touch with tax experts as well. I spoke to quite a few other firms before finding Hoxton, and I did not progress those conversations. Richard and Lalith are very easy to get along with and I feel we work well together as a team.”

B Moncrieff

05, May

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