Financial Planning

Webinar 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

Speakers

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

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.

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Time & Location

Online
09:00 - 10:00 GMT

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