Recording details

This recording considers the implications of the current taxation environment and provides guidance on strategic investment options.

Find out more about:

• What tax issues may be relevant to you
• Importance of protection, using your allowances and cashflow
• Why invest, asset allocation and risk

Key take outs from this recording:

  • What tax issues may be relevant to you
  • Importance of protection, using your allowances and cashflow
  • Why invest, asset allocation and risk

Speaker

Luke Brooks (1)
Managing Partner

Luke Brooks

Financial planning

Ann Marie Atkins
Managing Partner

Ann-Marie Atkins

Financial planning

Nick Scarborough
Partner

Nicholas Scarborough

Investment management

Karen Knapp Personal tax
Director, Private client tax services

Karen Knapp

Personal tax

Disclaimer

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.

Time & Location

Online
09:00 - 10:00 GMT

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