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Webinar details

Financial planning is an essential part of being a professional partner regardless of how long you have been partner. Having the right financial planning in place now can make all the difference when it comes to achieving your goals, understanding the tax implications, and maximising your investments, exemptions and allowances.

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


Luke Brooks (1)
Managing Partner

Luke Brooks

Financial planning

Sally Beresford Financial planning

Sally Beresford

Financial planning

Nick Scarborough

Nicholas Scarborough

Investment management

Karen Knapp Personal tax
Director, Private client tax services

Karen Knapp

Personal tax

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

12:00 - 13:00 GMT

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