What Tax Fireworks Will Be Announced in Andy Burnham’s First Budget?

Will Andy’s Budget be a tax cracker or a damp squib? And how could the new tax rules affect you?

Join Wealth Genius in Cardiff for an evening of expert presentations and discussion covering the potential implications of the upcoming Budget, estate planning, wealth management and the changing investment landscape.

Our speakers will discuss key developments, their potential impact on personal finances and the planning considerations individuals may wish to understand.

Event Details

• Date: Wednesday 11 November 2026
• Time: 6:30 pm onwards
• Venue: Ginger & Clove, 72–74 Whitchurch Road, Cardiff, CF14 3LX
• Registration deadline: 8 November 2026
• Limited availability: 45 places

Event Agenda

6:30 pm – 7:00 pm | Networking Session

An opportunity to meet other attendees and connect with the Wealth Genius team.

7:00 pm onwards | Budget Update

Speaker: John Wooley, Director, Wooltech Ltd.

A 45-minute session covering:

• 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

A 15-minute session covering:

• 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.

AI Era

Speaker: Nik Ramsey, Head of Office & Investment Manager

A 15-minute session covering:

• The current market backdrop and key investment themes shaping portfolios.
• How AI is driving productivity, earnings growth and business transformation across sectors.
• Investment opportunities in AI, including technology leaders, infrastructure and broader beneficiaries.
• Valuation considerations, risks and potential market implications of rapid AI adoption, including fixed income yields and opportunities.
• The outlook for the next 12–24 months and portfolio positioning in an AI-driven market.

Reserve Your Place

Discover the potential implications of the Budget, understand relevant estate planning considerations and hear investment perspectives on the evolving AI landscape.

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

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.