Who do you want enjoying your money – HMRC, or you and your family?
That was the key question at our recent Blue Sky seminar at the Captain’s Club in Christchurch – and it clearly struck a chord.
Over 140 clients and professional connections joined us for an afternoon of clarity, collaboration and candid discussion. With tax changes on the horizon and the Budget looming, our speakers helped attendees make sense of the noise and focus on what really matters: purposeful planning.
Our CEO, Gary Neild, opened the session with a frank overview of the current landscape – including the proposed inclusion of pensions in the Inheritance Tax net from April 2027. He also shared perspectives from the City, outlining how higher earners may face rising contributions and why fiscal discipline is likely, no matter who’s in power.
We introduced Blue Sky’s new coordinated advisory service, designed to strengthen the connection between your solicitor, accountant and financial planner – because when it comes to your finances, a joined-up approach can make all the difference.
A live panel Q&A featured guests from Lester Aldridge, Frettens, Fawcetts and The Ralston Group, along with our own Russell Skinner. Topics ranged from Inheritance Tax strategies and pension planning, to clients’ growing interest in relocation and legacy planning.
Key takeaways
- Big changes are coming – but it’s preparation, not panic, that matters
- Collaboration between professional advisers is key
- Don’t wait for the Budget – start planning now
It was a fantastic turnout and a valuable conversation. We’re grateful to all who attended, and we’ll be hosting more events like this soon.
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All photos taken by our team.
