Post-Budget Insights Lunch

Now that the dust has settled on the Chancellor’s latest Budget, advisers are turning their attention from headlines to the real-world implications. This exclusive lunch will bring together 30 advisers for an interactive discussion on the practical impact of Budget changes — from tax policy shifts to regulatory updates — and how these developments may affect client advice, planning strategies, and business decisions in 2026.

Agenda

• 12:00 – 13:00 | Networking lunch

• 13:00 – 14:00 | Keynote: The Budget in Focus – Where Are We Now?

• Economic context: growth, inflation, fiscal priorities

• Taxation updates: business, personal, and investment implications

• Policy changes affecting the advice sector

• Risks & opportunities to watch in 2026

Speaker Bio

David Denton FPFS TEP

Head of Technical – Quilter Cheviot

David’s role is to simplify complexity, and share technical knowledge, in a user friendly and practical way. Working alongside Quilter Cheviot investment managers, financial advisers, external legal and tax professionals, he helps create compelling solutions to challenging financial problems in order to maximise post-tax investment returns.

David entered financial services 33 years ago, shortly after graduating, and has worked for the Quilter group of companies for 25 years, covering the UK and International regions, from Latin America to Asia. He has spoken on industry matters and technical subjects on behalf of, and to, professional trade bodies, UK and international financial advisers, private clients, private banks, and training providers. He is a regular contributor to the financial press in the UK and overseas.