As 2025 draws to a close, advisers and investors across the UK are facing a pivotal moment. A year defined by change, from evolving client needs and cautious investor sentiment to new policy direction following the Autumn Budget, has reshaped how professionals are planning for the year ahead.
Join Symvan Capital and an expert panel of tax, advisory, and investment specialists as we reflect on the key lessons from 2025 and discuss how to turn post-Budget change into an opportunity for 2026 and beyond.
In this session, we’ll cover:
✅ How advisers and investors can interpret policy changes to create stronger, client-focused outcomes
✅ How clients and investors are rethinking risk, diversification and growth for 2026
✅ Practical ways to balance opportunity with protection in a changing tax and regulatory environment
✅ How advisers, investors and private capital can work together to drive sustainable growth and client confidence This interactive discussion will explore how policy, advice and capital intersect to shape the next phase of financial planning and investment in the UK.
The session will conclude with a live Q&A, giving you the chance to put your toughest questions to our experts. Submit them in advance when you register, or bring them on the day.