Tax

Recording details

The UK has a new Labour government.

Watch our expert panel event where we discuss the financial policy changes we know about along with what could be on the horizon. We look at how pensions, tax and savings could be affected, along with the possible implications for you and your family.

Watch now

Speakers

Alice Haine Press centre
Personal Finance Analyst, Bestinvest

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
Partner

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).

Daniel Casali Investment management
Chief Investment Strategist

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.

Toby Tallon Personal tax
Partner, Private Client Tax Services

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.

Ann Marie Atkins2
Managing Partner

Ann-Marie Atkins

Financial planning

Working with Business Owners/Entrepreneurs and high net worth families across all generations. Specialising in the complexities of various tax entities and how they interlink with wider planning, tax efficiency and overall objectives.

Time & Location

Online
12:00 - 13:00 GMT

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