Manongrey
Business tax Tax Personal tax Savings and investments

Seminar details

At our Spring Business Breakfasts, we will explore some issues on fraud in businesses as the cost-of-living crisis continues. We will also review some year-end planning considerations to help plan your finances. In addition, we will have our regular review of the global markets over the last year and how they have weathered an extraordinary period in global and national politics, before looking at a number of investment themes for 2023 and how to potentially prepare portfolios for what lies ahead.

Agenda

7:30 - 8:00 - Registration and full English or Continental breakfast 

8:00 - 9:00 - Presentations

Speakers

Kevin Parish Restructuring and recovery services
Associate Director

Kevin Parish

Restructuring and recovery services

Will desperate times lead to desperate measures? We will give some real-world examples of lines that should not have been crossed, their impact on stakeholders and lessons that can be learned.

B&W
Partner

Laura Hayward

Private Client Tax Services

Laura will run through some year-end planning opportunities to help understand and review your financial position.

James Grayson Investment management
Director

James Grayson

Investment management

The investment team will review markets before covering a number of investment themes for 2023.

Lindsay Spencer Investment management
Director

Lindsay Spencer

Investment management

The investment team will review markets before covering a number of investment themes for 2023.

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

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Time & Location

The Vitality Stadium, Dean Court, Kings Park, Bournemouth, BH7 7AF

Boscombe, Bournemouth BH7 7AF, UK
07:30 - 09:00 GMT

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