13 Sep 2019
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
9.00 Arrival and coffee
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: firstname.lastname@example.org or call me on 07736 676 212.
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