Wealth Management 101

25th Oct 21

A wealth management overview webinar, run specifically for our CFO network as part of our strategic partnership with Smith & Williamson.

Covered in the webinar is:

  • 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.