News & Views

Are you (and your clients) really ready for Brexit? Find out at our exclusive seminar for financial advisers

Brexit news for Financial Advisers and Paraplanners

13 Sep 2019

Are you (and your clients) really ready for Brexit? Find out at our exclusive seminar for financial advisers

Whatever your views on the likely impact of Brexit on the UK economy in general, and more specifically on investments, you will no doubt be already fielding questions from clients about how all this will affect your (and their) investment strategy going forward. 

We would like to invite to you come along to a FREE seminar on 2nd October where our speakers and guests will be discussing the likely effects of Brexit and a General Election on tax efficient investments, and highlighting a number of alternative strategies for tax efficient investing against this backdrop of political and economic uncertainty.

An investment efficient Brexit – an exclusive seminar for financial advisers

A guide for financial advisers on the setting the right strategy for investors for 2019/20.

Date: 2nd October 2019

9am  2pm

The Landmark Hotel, London    

Proposed Agenda 

9.00       Arrival and coffee 

9.30       Welcome

Speaker: Modwenna Rees-Mogg, Founder of AngelNews 

10.00     Preparing for the impact of Brexit / government changes on BPR, IHT and Tax Efficient investing

                Speaker: Chris Boxall, Fundamental Asset Management

Fundamental Asset Management is a leading provider of AIM IHT portfolios and other tax efficient investments. 

10.45     Coffee Break 

11.00     Taking control of your asset allocation

                Speaker: Andrew Whiteley, Assetfirst

Assetfirst have pioneered a new approach to investment management in the financial adviser arena, providing advisers with the intellectual property to create and maintain their own range of sophisticated, low-cost, risk-graded, advisory multi-asset portfolios on their favoured wrap or supermarket platforms. 

11.45     How Brexit-proof is UK property market? 

Speaker: Andrew Hook, Aviva Investors and manager of the Aviva Investors UK Property Fund

12.30     Lunch and networking

Please join us on the 2nd October to find how you (and your clients) can get investment ready for Brexit.

To reserve your place please email: or call me on 07736 676 212.

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