The MK City Breakfast returns on Wednesday 1 April with a discussion on tax planning and financial decision-making for business owners and professionals in Milton Keynes.

The event will feature insights from Jacqui Gudgion of Mercer & Hole and Samantha Bradford of Simplicity Financial Planning. Together, they will explore how current tax changes and long-term financial planning can affect business leaders, professionals and families.

The session will take place as part of the regular MK City Breakfast Club networking series, which brings together the local business community to share expertise and practical advice.

Practical financial insights for business owners

Jacqui and Samantha will lead an interactive discussion focused on the financial issues many business owners are currently navigating.

Topics will include:

  • Key tax planning changes and what they could mean for business owners
  • How pensions and ISA planning allowances can be used effectively
  • Why consistent financial decisions can deliver long-term benefits
  • The impact of market uncertainty and the risks of trying to time the market
  • Inheritance tax considerations that families often overlook
  • The importance of having wills and powers of attorney alongside financial plans

Through real-life examples and practical illustrations, the speakers will demonstrate how small financial choices made consistently can shape long-term financial outcomes.

Clear advice for uncertain times

Financial planning is becoming an increasingly important topic for business owners as economic conditions continue to evolve.

However, the session will focus on practical, straightforward ideas rather than complex financial theory. As a result, attendees will leave with clear steps they can consider for their own financial planning.

The event is aimed at business owners, directors and professionals across Milton Keynes who want to understand how tax changes, pensions and investment decisions may affect their future plans.

It will also provide an opportunity to connect with other members of the local business community while gaining insights from specialists working in tax and financial advice.

Whether attendees run a business, work within a professional services firm or simply want to improve their long-term financial planning, the discussion aims to offer practical guidance that can be applied straight away.

Book your space at City Breakfast.