This webinar session is for accountants and other finance professionals who want to understand the pros and cons of passing assets onto the next generation. The session will cover tax efficient options to factor into your financial plans and the benefits of gifting early.
Thomas Salter, COO, NetwealthOver 15 years' experience in financial services. Previously managing director and global head of equity and multi-asset quantitative investment strategies at JPMorgan.
Matt Conradi, Head of Client Advisory, NetwealthMatt has over 10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients at Julius Baer and Merrill Lynch in London.
John Gaskell, Head of Personal Financial Planning (PFP), ICAEWJohn oversees the PFP Community and PFP Advisory Group. His role involves liaising with the Financial Conduct Authority and other regulators, working across different areas of ICAEW and with external stakeholders. John began his career as a private client stockbroker and investment manager before working as an independent financial adviser for a national IFA, a financial planning adviser at a regional ICAEW firm, as head of personal financial planning at a legal practice, a senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva.
Netwealth combines a comprehensive investment offering, advanced online planning tools and a qualified advisory team to help clients make the best investments decisions. All at a fraction of industry cost.
If you are an ICAEW Member or Student or have already created an Account please login below. Otherwise please create an Account.
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