Autumn Budget 2026 - Wealth management and Tax

Tuesday, November 17 2026, 15:00

Chancellor John Healey's Autumn Budget on 28 October 2026 landed under immense fiscal pressure. While core rates like Income Tax, VAT, and National Insurance remain frozen for workers, advisors must now navigate complex new changes targeting wealth, landlords, and corporate operations on behalf of their clients.

This live webinar provides a clear breakdown of the delivered statement including the 2 percentage point tax rate increase on savings and property income, the halving of the Business Asset Disposal Relief lifetime limit, and the temporary hike to the bank corporation tax surcharge. It is specifically aimed at helping you protect your clients' personal wealth and optimise their tax strategies for the upcoming financial year.

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0800 231 5199

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What will I learn?

Understand the newest adjustments to tax rates and how tightening rules will impact your client strategies.

Prepare for major legislated reforms

Evaluate the impact of changes including reliefs and potential mayoral tax powers

Move away from guesswork and adapt your tax advisory and wealth management work

Our Speakers

Single Speaker Bio

Mattioli

John Kelly

Senior consultant at Mattioli Woods | John has worked in the financial services industry since 1989 for some of the UK’s largest financial services and investment companies, including Aegon and Old Mutual, as well as national accountancy firm PKF, now part of BDO.

Patrick O'Brien

Patrick started his tax career in practice, and has also worked in industry in various operational and tax roles. He has experience of dealing with SDLT, Employment Taxes and HMRC enquiries. He is a member of the Chartered Institute of Taxation.

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