Webinar: Organising your personal and family finances as you would your business

Date: Thursday 22nd October 2020

Time: 1:00 – 2:00 pm

Location: Zoom

We are pleased to announce that our Tax Partner, John McCaffery will be speaking at a complimentary webinar to provide greater insight into matters which impact our clients. 

We would like to invite you to join us, where you will be able to gain insight and guidance into a wide range of financial issues from the perspectives of legal, tax and financial and wealth planning.

This first webinar in the series is titled “Organising your personal and family finances as you would your business” and will see John McCaffery, Tax Partner at Alexander & Co, discuss how to use business skills to manage a wide range of personal financial issues.

What to expect

John will be joined by James Beresford (Partner at BLM Law)  and Adam Carolan (Managing Director of Xentum) in a three-way discussion panel.

John said: “Bringing our differing expertise together provides a dynamic perspective to the subjects that are being discussed. The synergy this creates gives participants a unique opportunity to fully get behind financial issues.”

Useful topics covered will include:

  • How to build assets for future income
  • How to minimise tax through effective family succession planning
  • How to ensure wills remain robust
  • How you can retain control beyond your mental capacity with lasting powers of attorney

Following the discussion panel, a Q&A session will provide an opportunity to put questions forward.

Who should attend?

This particular webinar will be of interest to anyone looking to plan for the future, whether that be through investments, savings or pensions, or anyone looking to exit a business in a tax-efficient way.

Register today for free

If you would like to attend our complimentary webinar, sign up today. The online webinar will take place on Thursday 22nd October 2020 from 1:00 – 2:00 pm.

If you have any questions or queries surrounding the webinar, please do get in touch.

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