Recording details

Financial planning for professionals will consider the implications of the current taxation environment and provide 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

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

Speaker

Luke Brooks Financial planning
Managing Partner

Luke Brooks

Financial planning

Ann Marie Atkins
Managing Partner

Ann-Marie Atkins

Financial planning

Jamie Kirkpatrick Investment management
Director, Investment Management

Jamie Kirkpatrick

Investment management

Time & Location

Online
09:00 - 10:00 GMT

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