Ireland 
USA 
Recording details
Significant announcements were expected in the Autumn 2024 Budget and the new Chancellor, Rachel Reeves, certainly did not fail to deliver.
With changes to the inheritance tax (IHT) treatment of pensions, cuts to business property and agricultural relief and increases to capital gains tax (CGT) rates all confirmed, the changes are likely to impact many people’s finances.
Watch our panel event now, where our experts discuss the changes in detail along with the ramifications for your personal wealth.
Speakers
Alice Haine
Press centre
Alice is our spokesperson for Bestinvest. She is frequently quoted in the press as an expert on all matters related to personal finance. She joined Evelyn Partners in 2022 after 25 years working as a journalist with the past 15 years of her career focused on personal finance.
Mark Pollock
Financial planning
Mark has over 20 years of experience providing holistic advice to private clients. His career originally started in the world of Private Client tax qualifying as a Chartered Tax Adviser whilst working for KPMG in London, before moving on into the world of investment and financial planning with SG Hambros (now Kleinwort Hambros).
Toby Tallon
Personal tax
Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.
Daniel Casali
Investment management
Daniel joined Evelyn Partners (formerly Smith and Williamson) in September 2017 as their investment strategist. This followed 7 years as an in-house strategist for Hong Kong asset managers, Ajia Partners and RAYS Capital. Daniel had first moved to Asia to join Merrill Lynch as a Regional Equity Strategist in 2007, after spending 13 years at London-based global macro consultancy and asset allocation firm, Independent Strategy.
