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Navigating Today’s Tax Landscape: Planning for the Future

November 12, 2026 Wealth Genius Events Team

What could the latest Budget announcements mean for your finances, wealth and future planning?

Join Wealth Genius in Cardiff for an afternoon of expert presentations covering potential Budget changes, Excess Income Trusts and their role in wider estate planning.

Our speakers will discuss important tax developments, possible implications for individuals and families, and financial planning considerations for the future.

Event Details

  • Date: Thursday 12 November 2026
  • Time: 12:30 pm onwards
  • Venue: Basecamp India Kitchen, 29 Park Place, Cardiff, CF10 3BA
  • Registration deadline: 10 November 2026
  • Limited availability: 45 places

Event Agenda

Budget Update

Speaker: John Wooley, Director, Wooltech Ltd.

Duration: 45 minutes

This session will cover:

  • The potential increase in the impact of Inheritance Tax on a person’s death.
  • Increasing the tax burden on Capital Gains.
  • The introduction of an annual Wealth Tax.

Excess Income Trust

Speaker: Dinesh Bharwani, Senior Financial Consultant

Duration: 15 minutes

This session will cover:

  • What an Excess Income Trust is and who it may suit.
  • Using the normal expenditure out of income exemption.
  • How the arrangement works alongside wider estate planning.
  • Practical considerations and record keeping.

Reserve Your Place

What could the changing tax landscape mean for you and your family?

Attend this Wealth Genius event to hear from our speakers, understand the topics being discussed and consider the potential implications for your financial planning.

Places are limited to 45 attendees, so early registration is encouraged.

Register Now

Please register by 10 November 2026 to secure your place.

Important Information

Wealth Genius Ltd is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Wealth Genius Limited is entered on the FCA register under reference number 1025194.

This event is provided for educational and informational purposes only and does not constitute financial advice. Individual circumstances vary and may change over time.

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