![]() | Originally broadcast: Tuesday 19th November |
![]() | Duration: 30 minutes |
![]() | Location: Online |
Was Labour’s long-awaited Autumn Budget as ‘”painful” as predicted? How have the changes affected your personal finances?
In this webinar, our financial planning experts will help you understand the new policies and offer practical insight on how to adjust your financial plans accordingly.
This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Information is provided only as an example and is not a recommendation to pursue a particular strategy.
Hosts: Michelle Holgate and Carla Morris

Michelle Holgate
Michelle has 20 years’ experience specialising in providing financial advice on inheritance tax (IHT) planning, pensions, investments and trusts to high-net-worth clients across the UK. She’s passionate about increasing the understanding of financial planning and a number of her articles can be found in both the national and local media covering IHT, tax planning opportunities and charitable giving.

Carla Morris
Carla has been helping clients to meet their financial goals for over 20 years. A Chartered Financial Planner, she specialises in pensions and retirement planning, tax-efficient investing, and inheritance tax planning. Carla is regularly quoted in the national media on pensions and financial planning topics.
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