Post-Budget Breakfast with RSM
Thu 31st October @ 8:30 am - 11:00 am GMT
With RSM and Ironmarket Wealth
On Wednesday, 30 October, Chancellor Rachel Reeves will deliver Labour’s first Budget, signalling “difficult decisions” on tax and spending. In partnership with RSM, a leading audit, tax and consulting advisory firm, and wealth experts, Ironmarket Wealth, we are hosting a post-Budget breakfast on Thursday, 31 October at RSM, where tax and wealth experts will provide an overview of the key tax measures from the Budget and how these will directly affect you.
How will changes to pensions, capital gains tax, and inheritance tax impact your investment strategies and succession planning? And what will the implications of any announcements on corporation tax, VAT and employment taxes mean for your business?
Our speakers will provide you with their initial reaction to any changes on these critical issues, allowing you to consider how proposed adjustments may affect your financial planning and long-term business viability.
Speakers:
Tina Mullington
Tax Partner, RSM
Tina leads the RSM Tax Advisory team in Stoke and has extensive experience advising owner-managers on structuring their tax affairs.
Patrick Curry
Corporate Tax Partner, RSM
Patrick heads the RSM Corporate Tax team in Stoke, focusing on M&A, international tax, and advising private equity-backed groups.
Caroline Hulse
Associate Director, Private Client Tax, RSM
Caroline has wide-ranging experience advising high-net-worth individuals, businesses on tax matters.
Liam Nicholson
Associate Director, Private Client Tax, RSM
With over 12 years of experience, Liam advises private clients, their families, and owner-managed businesses on tax strategies.
Wes Wilkes
CEO Ironmarket Wealth
Wes will provide a detailed explanation of any changes to the Annual Allowance or Lifetime Allowance and how these changes affect the amount you can contribute to pensions while still receiving tax relief. He’ll also discuss the impact these changes could have on high earners and business owners, exploring strategies to maximize pension contributions for tax efficiency and potential reductions in tax liabilities.
Delegates will also enjoy a light breakfast and the opportunity to network with other business leaders from the region.
Agenda:
8.30am – Light breakfast and networking
9am – Presentations and analysis
10.30am – Audience questions and open networking
11am – Close
