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UK

Pensions post budget

November 6, 2024
11.00, Online

Join us to stay informed, proactive, and ready to take control of your pension strategy post budget.

With potential shifts in pension rules, tax reliefs, and contribution limits in the Autumn budget, retirement planning as we know it could be reshaped.

Harry Plunkett, Wealth Planner, will be joined by Toby Carpenter, Investment Director and together they will explore:

  • A review of the UK pensions landscape pre-budget
  • An analysis of what’s changing and when
  • Considerations for UK pensions planning after the budget

Register

Speakers

Toby Carpenter resize.png

Toby Carpenter

Wealth Planning Director

Toby joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth.

He has over 25 years’ industry experience and provides bespoke wealth planning advice to high net worth individuals. He is a chartered member of the CISI, holds a Master's in Wealth Management and is a CFA charterholder.

   

Harry Plunkett event bio.jpg

Harry Plunkett

Wealth Planner

Harry is a holistic financial planner, passionate about helping his clients by providing clear and concise advice. He focuses on helping clients who are experiencing or expecting significant changes to their circumstances, such as divorce, bereavement, retirement, or the sale of a business.

   

Want to join us?

Secure your place to our pensions post-budget webinar. 

Register

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.