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Date

05 March 2021

Time

12:00 pm - 1:00 pm

Location

Online

Brewin Dolphin and Legal News Wales present a free, bite-sized event for lawyers to help explore the impact of this year’s Budget, for lawyers and their clients.

The 2021 Budget will take place on Wednesday 3 March 2021 – almost a year after the last Budget (dubbed the ‘coronavirus Budget’ on 11 March 2020. The planned autumn Budget was cancelled in September.

Just a few days later, the UK went into a full lockdown due to the coronavirus pandemic. The full economic impact still remains to be seen as we sit firmly in a Level 4 lockdown in Wales, watching the vaccine programme unfold.

We may yet see a ‘pre-Budget recovery plan’ later this month, before the Chancellor makes his announcements on the 3 March.

Our event: what to expect

The team at Brewin Dolphin will unpick the key points from this year’s Budget, to help lawyers understand what they mean for you and your clients.

We’ll also host a Q&A session to answer any questions you might have on the impact of the Budget announcements.

Speakers

  • Geraint Hampson-Jones, Divisional Director: Investment Manager on the Private Client team at Brewin Dolphin
  • Richard Kelly, Divisional Director, Investment Manager, Brewin Dolphin
  • Greg Tait, Financial Planner, Brewin Dolphin

All are welcome to join us!

Event access

This event is free and hosted via Zoom, by Legal News Wales (useful information below).

Speaker profiles

Geraint Hampson-Jones

Geraint began his career at Brewin Dolphin in 2009 and is a Divisional Director – Investment Manager on the Private Client team and lead of the Business Owner service.  Geraint can provide a service to clients through the medium of Welsh and has a breadth of experience advising private clients and trusts.

When not spending time with his young family, Geraint is a keen cyclist and competitor of physical challenges often for charity.

Richard Kelly

Richard started his career in financial services in 1986 and joined Brewin Dolphin in 2007.  He has considerable experience in managing investment portfolios for private clients and Trusts, including ISAs and SIPPs.

Away from the office when not in the garden, he can be found trying to improve his golf handicap.

Greg Tait

Greg started his career in financial services in 1998 and has provided financial planning advice since 2011. As well as being Family Law Accredited at Brewin Dolphin Greg is passionate about holistic planning, building a financial plan with clients so that their wealth can help them to live their best life.

Away from the office Greg is a FAW qualified coach, helping the next generation of footballers to love the game

Useful information

We will send you the password within 24 hours of the event. You will receive the event link upon booking but please look out for an email from emma@legalnewswales.com containing the password.

To join the session via the Zoom video conferencing platform, you just need to click on the link we send you around 3 minutes before the session time. You can do this from a mobile phone, tablet, laptop or desktop, but the best functionality and quality of connection is achieved with a laptop or desktop computer, I would advise only using a mobile as a last resort. Zoom is free to use but if you are using it on a mobile phone without connection to wireless internet your mobile service provider may charge you.

When you click on the link you will need to accept pop ups and insert your name and to choose audio by computer if given that choice. When entering your name please enter the name by which you would like us to call you during the session.

Please Note:

When you join the session you will find yourself placed in a waiting room. Please don’t panic, we’ll let you in at the publicised event time.

You will then find yourself on mute. Please remain muted until the host opens the Q&A session. This is to ensure the recording isn’t disrupted. Thank you!

We record all sessions if suitable for sharing – so that as many people as possible can view the event afterwards. You can turn your camera off if you’d prefer to do so. We aim to crop any Q&A sessions out to retain anonymity and confidentiality – or, if appropriate to do so, upload the audio version of the Q&A only.

It’s very quick and easy to join the session and when you do, your camera image will automatically show to myself and the rest of the group and we will be able to hear what you say and any sounds around you. You should see and hear us too. You may communicate by typing things to the whole group and by speaking and you can click on prompts to invite us to go more quickly or more slowly.

If you have any technical difficulties on the day, please text the Editor, Emma Waddingham, on 07769203856.