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.
This screen shows you the details for the selected product.
Click the "Add to Cart" button to add this product to your shopping cart. You can enter a quantity larger then 1 to add multiples of this product to your shopping cart.
If the product is full you will see a "Wait List" button. Click this button if you would like to be notified if/when capacity is added. If capacity is increased we will email you. Upon receipt of the increased capacity notification, registration will be on a first-come, first-served basis.
If the product is not ready for purchase you will see a "Notify Me" button. You can click this button if you would like to be notified when this product is ready for purchase.
Some products can only be purchased through our partner. In this case you will see an "External Register" button. Click this button to purchase through our partner's website.