The October Budget announced that pensions would be brought into investors’ taxable estates on death from April 2027. This news has brought about one of the biggest changes to planning strategies we have seen over the last two decades.

In collaboration with Rathbones, one of our trusted partners, their expert Financial Planners and Investment Managers will lead a discussion on:

– What are the changes, and how investors are responding so far
– Options for your pension fund and retirement planning (including spending, investing, structuring, charitable giving)
– Smart ways to transfer wealth to the next generation
– How to get more out of your retirement

We would be delighted if you would join us for this important discussion.

About the Speakers

Simon Maydon, Senior Financial Planning Director at Rathbones

Simon’s specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Paula Forecast, Investment Director at Rathbones

Paula is a highly experienced investment manager specialising in the discretionary management of private client, trust, pension and charity portfolios. Paula and her team are committed to understanding each client’s specific requirements and providing a clear and personal service of the highest quality to family members across the generations. She works closely with clients’ trusted advisers and is a member of the Rathbones independent financial adviser team. Paula was previously with Jupiter Private Clients where she was a senior member of the team developing an award winning investment process for advisers and their clients, then acquired by Rathbones in 2014.

Paula began her investment career at Hoare Govett moving to Invesco to build a private client investment business which was later acquired by Singer & Friedlander Investment Management. She was elected as a member of the London Stock Exchange in 1991. Paula is a Chartered Fellow of the Securities Institute and also a Chartered Wealth Manager. She is also proud to be a trustee of the National Health Service Pensioners Trust charity.