The Autumn Budget 2026 and Beyond

For professional advisers and paraplanners only. Not to be relied upon by retail clients.

With the tax landscape continuing to evolve, clients are likely to have questions about what the latest Budget announcements mean for their plans.

And the Budget isn’t the only thing on the horizon. April 2027 is getting closer, when most unused pension funds are due to fall into scope of inheritance tax under current legislation.

Join our Octopus host, Matt Johnson, guest speaker John Barnett from Salmon Burges and our panel of specialists as they go beyond the headlines to look at the finer detail, as well as the tax-planning challenges and opportunities ahead.

We’ll take a deeper dive into different areas of your client bank, using practical planning scenarios to explore where conversations could be emerging and the considerations advisers should have on their radar.

1hour CPD-accredited.

What we'll cover:

• The key announcements from the Budget and what they could mean for client planning
• What advisers should have on their radar as April 2027 gets closer
• Some of the tax-planning questions and considerations that may be coming up in client conversations
• Putting it into practice: work through client planning scenarios to explore different tax-planning challenges and where tax-efficient investments could fit within a wider financial plan

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Key risks to keep in mind:

• Our investments place investor capital at risk. Investors may not get back the full amount they invest.
• Tax treatment depends on individual circumstances and tax rules could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.