The Autumn Budget has the potential to reshape the landscape for wealth, family legacy, business ownership and investment strategy.
Join specialists from Coutts and Evelyn Partners alongside leading external experts. Together, they will explore the issues that matter most to individuals and families with wealth. Each session will provide expert perspectives, practical insights and the opportunity to ask questions.
Significant wealth brings unique opportunities and responsibilities. How can you transfer wealth while preserving family values, purpose and long-term ambitions?
Join our specialists and guest experts as they explore estate planning, gifting strategies, trusts and family governance, alongside the conversations that can help prepare future generations.
For many successful individuals, retirement is about creating freedom, flexibility and lasting financial security.
Explore how to structure wealth for the years ahead, balancing income needs, tax considerations, family objectives and legacy planning.
Property remains a cornerstone of many wealth strategies, yet the landscape continues to evolve.
Our panel will discuss the outlook for residential and international property, potential policy developments and the implications for owners, investors and families.
For entrepreneurs, some of the most valuable planning decisions are made long before a sale, succession event or future liquidity milestone.
This webinar will examine how potential Budget measures could influence business ownership structures, succession planning and value realisation.
Periods of policy change can create both uncertainty and opportunity.
Hear from our investment specialists as they discuss the UK economic outlook, the interaction between fiscal policy and markets, and key considerations for long-term investors.
Join us for a post-Budget webinar, where we will consider the Chancellor’s announcements and what they could mean for your wealth, your family and your business.
Drawing on expertise across tax, financial planning and investments, our panel will discuss the key measures, their wider implications and the areas you may wish to consider as part of your longer-term plans.
Date: 29 October
Time: 10:00 – 10:45 (GMT)
Location: Zoom
Please note that Coutts does not provide tax advice, though we are able to work with your external tax advisers. The availability and value of any tax relief will depend on your individual circumstances.
The value of investments, and the income from them, can fall as well as rise and you may not get back what you put in. Past performance should not be taken as a guide to future performance. You should continue to hold cash for your short-term needs.
