Book Event

The Good, the Bad, and the Ugly: Navigating personal taxation, retirement planning and legacy amidst political upheaval

Date: Tuesday 13th May

Time: 4.45pm – 7pm

Venue: Quilter Cheviot, Floor 6, One Centenary Way, Birmingham, B3 3AY

Price: FREE for all to attend

Book Here (Please note spaces are limited and will be allocated on a first-come, first-served basis. Please book early to avoid disappointment. When confirming your attendance, kindly let us know if you have any allergies, dietary requirements, or accessibility needs.)

The first Budget from a Labour government in over a decade proved to be the defining event that was widely anticipated. Partnered with developments across the pond, the way forward is now less certain, bringing potential opportunities and threats.

Join Head of Technical, David Denton, Chartered Financial Planner, Victoria Jones and Investment Director, Tom Haydon for a panel discussion where they will explore:

The Good, the Bad and the Ugly

The Good: How best to adapt a financial plan to the new economic realities, armed with the knowledge and tools necessary to safeguard one’s assets.

The Bad: Alterations to inheritance tax and pensions have introduced new challenges and complexity that could significantly impact future wealth and legacy.

The Ugly: The dangers of doing nothing, emphasising the importance of proactive, expert financial planning and investment management in order to avoid common pitfalls.

The discussion will provide essential information to help you and your clients navigate financial challenges and opportunities effectively, with the aim of proactively preparing, protecting, and preserving wealth.

This event will feature a Q&A format, providing an opportunity for you to ask questions relevant to you and your clients’ needs. To maximise the benefits of this session, we encourage you to submit any questions you would like David, Victoria or Tom to anonymously address in advance when registering.

Agenda:

4.45pm Registration & refreshments

5.15pm Welcome from Birmingham Law Society President, Richard Port MBE

The Good, the Bad, and the Ugly: Navigating personal taxation, retirement planning and legacy amidst political upheaval with David Denton, Victoria Jones and Tom Haydon

Q&A

6.30pm Refreshments and nibbles

7pm Finish

Meet the President



Richard Port MBE, President, Birmingham Law Society

Richard is a distinguished family law solicitor, President of the Birmingham Law Society and a passionate advocate for victims of domestic abuse. He was made an MBE in the Queens New Years 2022 honours list for Legal Services to domestic abuse victims.

Meet our experts



David Denton, Head of Technical, Quilter Cheviot

David’s role is to simplify complexity, and share technical knowledge, in a user friendly and practical way. Working alongside Quilter Cheviot investment managers, financial advisers, legal and tax professionals, he helps create compelling solutions to challenging financial problems in order to maximise post-tax investment returns.

He has worked for the Quilter group of companies for 25 years, covering the UK and International regions, from Latin America to Asia. He has spoken on industry matters and technical subjects on behalf of, and to, professional trade bodies, UK and international financial advisers, private clients, private banks, and training providers. He is a regular contributor to the financial press in the UK and overseas.



Victoria Jones, Chartered Financial Planner (APFS), Quilter Cheviot

Victoria is a Chartered Financial Planner with over 15 years of experience in providing tailored financial planning solutions for individuals and businesses. She specialises in all aspects of financial planning and is a pension transfer specialist, advising on defined benefit transfers.

Her passion is to help clients achieve their financial goals and well-being, making the process seamless and stress-free. Victoria focuses on educating clients and their families on financial literacy and positive money habits, empowering them to enjoy life without financial worries.



Tom Haydon, Investment Director, Quilter Cheviot

Tom joined the firm in 2005, having graduated from the University of Birmingham with an upper second class honours degree in Money, Banking and Finance. Tom has completed the Investment Management Certificate (IMC) and the Securities & Investment Institute Diploma, passing the Private Client Investment Advice & Management paper with distinction. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and is responsible for managing portfolios on behalf of charities, Court of Protection settlements, private clients and trusts. Tom is a co-Director of the Chance Heritage Trust, which has the aim of persevering and bringing back to life industrial heritage sites in Birmingham and Sandwell.

In collaboration with:



Important information!

Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future return.

Quilter Cheviot Limited does not provide tax, legal or accounting advice.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

Quilter Cheviot Financial Planning is a trading name of Quilter Private Client Advisers Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Registered number: 06201261, registered address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB.

This is a Marketing Communication.

Approver: Quilter Cheviot Limited, 21 March 2025