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Seminar: Preparing for Labour’s First Budget 2024 | How is your tax and wealth planning about to be impacted?

Doors open at 8.30 am (Seminar to commence at 9:00 am sharp)

Events • Seminar: Preparing for Labour’s First Budget 2024 | How is your tax and wealth planning about to be impacted?

  • Tax Planning
  • Estate Planning
  • Retirement Planning

Ahead of the UK Budget announcement on October 30th, we hosted a seminar to help attendees review their financial plans and safeguard them against potential tax changes.

This exclusive event, held in London, was tailored for individuals likely to be directly impacted by the upcoming Budget.

Expert speakers, including our Head of Tax, explored key topics such as:

  • Capital Gains Tax: Discussing potential CGT rate increases and strategies to mitigate impact.
  • Inheritance Tax: Covering speculated changes to reliefs and rates that could influence wealth transfers.
  • Pensions: Reviewing expected reforms to pension tax relief and their implications for retirement planning.
  • Dividends and Corporate Structures: Exploring anticipated tax hikes on dividends and strategies to optimize business holdings.
  • Proactive Planning: Outlining steps for asset protection ahead of the Budget announcement.

Preparing for Labour’s First Budget 2024

Event Review

Who Attended?

This seminar was tailored for those with significant wealth, business interests, or property holdings, equipping attendees with actionable insights to navigate anticipated fiscal changes and protect their financial future.

UK Budget Seminar

Our Speakers

Jonathon Jay

Managing Director (UK)

Jonathon Jay is Managing Director for the UK at Hoxton Wealth, leading national strategy, operations and growth. He joined in 2024 after running his own practice and holding an Associate Director role at Investec Wealth & Investment in Liverpool.

With a background in advising high net worth clients, he is responsible for expanding Hoxton Wealth’s regional footprint, scaling its adviser base and advancing a planning led, technology supported client experience. Recognised for expertise in financial planning, investment management and leadership, he plays a central role in shaping the firm’s UK business and driving its lifestyle focused, digitally enhanced approach to client engagement.

Contact Hoxton Wealth

We are available to discuss how Hoxton Wealth can help you achieve your financial goals. Together, we can help you build a brighter financial future.