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Equity FD and S&W - wealth management webinar for CFOs
In this session will we cover:

The importance of protection, tax-efficient investing and lifetime cashflow forecasting
Current tax allowances and how to make the most of them, pre and post retirement
Investment portfolios, asset allocation, risk mitigation and the impact of long term returns

We will be joined by:

Nick Scarborough, Partner

Nick joined Smith & Williamson on the accountancy side in 2010 as part of the graduate scheme. Having qualified as a Chartered Accountant, he switched to Investment Management and has since run discretionary portfolios.

In addition to portfolio management responsibilities, Nick is the lead analyst researching Food Retail stocks and UK Smaller Companies collectives.

Luke Brooks, Head of Financial Planning

Luke has specialised in providing private client advice since 2002 and his experience encompasses advising entrepreneurs, partners of accountancy and law firms, investment professionals, sportsmen and women.

He also provides specialist advice on the structure of investment strategies for the Court of Protection and personal injury trusts.

Oct 20, 2021 12:00 PM in London

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