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NHS Pension, Tax & Mortgage Planning – What to Review in 2026

April 22, 2026 Wealth Genius Events Team

Overview

We are hosting an in-person session designed for healthcare professionals who want to better understand key areas of financial planning, including NHS pensions, taxation and mortgage considerations.

This session brings together experienced speakers to explain important topics in a structured and accessible way, helping you build a clearer understanding of how different financial elements may affect your current position and future planning.

Event Details

  • Date: 22nd April 2026
  • Time: 6:30 PM onwards
  • Venue: Severn One & Two, Coldra Court Hotel
    Chepstow Road, Langstone, Newport NP18 2LX
  • RSVP Deadline: 20th April 2026

Event Chairperson

Vivek Goel
Consultant, Aneurin Bevan Health Board

Agenda

NHS Pension Update

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

Topics include:

  • Overview of the NHS Pension Scheme
  • Key sections within the schemes
  • How benefits are built in the 2015 scheme
  • Annual Allowance considerations

Income Tax Update

Speaker: Dave Lardner, Tax Specialist
Duration: 30 minutes

This session will cover:

  • 60% tax trap
  • £200k tapered Annual Allowance considerations
  • Basics of inheritance tax planning

Understanding Inheritance Tax – Plan Early, Protect More

Speaker: Mo Hussain DipPFS, Cert CII (DM, MP)
Duration: 40 minutes

  • What inheritance tax planning involves
  • What forms part of your estate
  • Current inheritance tax thresholds

Mortgage Planning – Making Smarter Borrowing Decisions

Speaker: Kreshay Bharwani, Wealth Genius
Duration: 10 minutes

Topics include:

  • Mortgage interest rate environment
  • Factors influencing borrowing decisions
  • Considerations for future planning

Who Should Attend

This event is suitable for:

  • NHS doctors and healthcare professionals
  • Individuals reviewing pension, tax or mortgage decisions
  • Those early in their careers seeking financial clarity
  • Anyone looking to better understand financial planning topics

What to Expect

  • Structured presentations covering key financial areas
  • Clear explanations in plain English
  • 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 using the link below:

Click to Register

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

📩 For any queries, contact: support@wealthgenius.co.uk

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.