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Navigating Today’s Tax Landscape: Planning for the Future

April 16, 2026 Wealth Genius Events Team

Overview

We are hosting an in-person event focused on helping healthcare professionals better understand today’s evolving tax and financial landscape.

This session will cover key areas including income tax changes, NHS pension updates, business relief considerations and broader market developments. The aim is to present these topics in a clear and structured way, helping attendees build a better understanding of how different areas may connect to their personal financial planning.

Event Details

Date: 16th April 2026
Time: 6:30 PM onwards
Venue: Ginger and Clove Whitchurch Rd, Cardiff CF14 3LX
RSVP Deadline: 14th April 2026

Agenda

Income Tax Update

Speaker: John Wooley, Director, Wooltech Ltd
Duration: 30 minutes

This session will cover:

  • How current income tax changes may apply
  • Areas where individuals may be affected
  • Practical considerations when reviewing your tax position

NHS Pension Update

Speaker: Dinesh Bharwani, Senior Financial Consultant
Duration: 20 minutes

Topics include:

  • Contingent Decision and Buy Back Service
  • McCloud Remedy update
  • Key pension considerations for NHS professionals

Business Relief & Extracting Value

Speaker: Graham Robertson, Senior Relationship Manager, Triple Point
Duration: 20 minutes

This session will explore:

  • The current tax landscape and planning considerations
  • Approaches to tax-efficient investment planning
  • Real-world scenarios for business owners and professionals

Market Update – Impact of Global Events

Speaker: Toby Saunders, Chartered FCSI, Investment Director, Rathbones
Duration: 15 minutes

This session will look at:

  • Market conditions during global uncertainty
  • Key economic themes and developments
  • Factors influencing investment markets

Who Should Attend

This event is suitable for:

  • NHS professionals and doctors
  • Healthcare professionals at different career stages
  • Individuals interested in understanding tax and pension updates
  • Those reviewing their financial position and future planning

What to Expect

  • Informative presentations delivered in a structured format
  • Practical insights across tax, pensions and financial planning
  • Opportunity to ask questions during the Q&A session
  • Dinner and refreshments, including a two-course meal

Reserve Your Place

Places are limited to maintain a focused and engaging session.

👉 Register now using the link below:

Click to Register
Once registered, you will receive confirmation and further event details.

Important Information

This event is provided for educational and informational purposes only and does not constitute financial advice. The information presented is general in nature and may not be suitable for all individual circumstances.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

Business Property Relief (BPR) investments carry risks, including reduced liquidity and potential loss of capital.

Wealth Genius Ltd is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.