Join us on 27 November, the day after the Autumn Budget announcement, for a session tailored specifically for professional advisers. Our experts will provide a clear breakdown of the Budget’s key measures, the market reaction and what it signals for asset allocation and portfolio construction.
You’ll hear from Daniel Casali, Head of Investment Strategy at Evelyn Partners and Toby Tallon, Partner in Personal Tax at S&W, who will share their perspectives on:
- The macroeconomic context and fiscal policy implications
- How tax and regulatory changes could influence investment planning
- Evelyn Partners investment management approach to the announcements
- Practical considerations for positioning client portfolios in the months ahead