Seminar Schedule for our Open Afternoon
On Thursday 8th September we are hosting an Open Afternoon at Sopwell House where you are invited to meet our team, find out more about our services and have your financial planning questions answered whilst enjoying a delicious afternoon tea.
As the event is fast approaching we wanted to share with you the full schedule so you are able to plan your visit.
Opening Speech - 3:10pm - Myeloma UK
Bob Munro will be starting off proceedings by telling you about the vital work that, KDW’s chosen charity of the year, Myeloma UK undertake. Bob organised the London to Paris cycle ride which members of the KDW team took part in earlier this year so he will be sharing some anecdotes and letting you know how you can support Myeloma UK.
Multi Asset Income in Retirement - 3:25pm - Premier Funds
Premier Asset Management are an independent asset management company wholly focused on asset management and client service. They offer a broad range of investment solutions, covering income, growth and absolute returns, with different risk profiles. A full synopsis of their seminar is TBC.
Navigating a Topsy Turvy World - 3:50pm - Cornelian
Cornelian will be discussing: - the market reaction to Brexit - the impact of easy monetary policy - which asset classes offer value today.
Brexit Three Months on - 4:15pm - Close Brothers Asset Management
Fund managers Close Brothers will be hosting a seminar on the impact of the UK’s historic decision to leave the EU, three months on from the referendum.
An Introduction to Equity Release - 4:40pm
A presentation to explain the different ways of releasing equity, dispel some of the myths and look at the benefits, alternatives and key considerations involved.
How Important is Income to an Investment Strategy - 5:05pm - Brooks Macdonald
Brooks Macdonald aim to enhance their clients’ wealth through the provision of our investment solutions. A full synopsis of their seminar is TBC.
Bank of Mum and Dad - Tax Efficiency and Security - 5:30pm - Taylor Walton LLP
Taylor Walton Solicitors, will be discussing how to help your children get on to the housing ladder whilst protecting the parents interests from a tax perspective whilst also ensuring equality between all your children and protection from your children’s partners or other third parties.
A guide to the True Potential Client Site - 5:55pm - True Potential
In this seminar True Potential will be showing you how to use their platform most efficiently and troubleshoot any problems you may have experienced.
Tax Planning in the Post Brexit World - 5:55pm - Blackfinch Investments Limited
- In their seminar Blackfinch will discuss: -
- Inheritance Tax Planning using Business Property Relief
- Income Tax and Capital Gains
- Tax Planning using Enterprise Investment Schemes
- Tax Planning for Business Owners
Investec Structured Products - 6:45pm - Investec
Leigh Fisher will offer an insight into how Structured Products compare to other investments available in the market place and with some products, how you may achieve a positive return in a negative market.
Mitigating Risk & Saving Inheritance Tax within Business Property Relief Investment - 7:10pm - Downing LLP
Downing LLP design & manage investment products to help investors look after their financial wellbeing, while their investment partnerships support businesses in their ambitions. A full synopsis of their seminar is TBC.
Safety First in an Uncertain World – A Low Volatility Portfolio - 7:35pm - Prospect Wealth
Brexit presents the UK economy and markets with new challenges at the same time as higher interest rates threaten US bond and equity markets. With global equity markets at or close to highs and UK bond yields close to zero, where can investors turn to for stable returns over the next two years? Matthew Hunt, principal of Prospect Wealth Management, will discuss the attractions of the Low Volatility Portfolio in this uncertain environment.
We hope that this selection of talks are of interest to you, please do let us know if there is a particular talk you would like to attend.
mail@kdw.co.uk 01727 852299