Event Information

The taxation, pensions and investment landscape continues to be complicated and challenging.

Join Evelyn Partners on their latest webinar 'Financial planning for professionals' as they consider the implications of the current taxation environment and provide guidance on strategic investment options.

Find out more about:

• Topical tax issues affecting professionals such as basis period reform
• Financial planning and retirement planning/views
• Investing and risk

Key benefits

• What tax issues may be relevant to you
• Importance of protection, using your allowances and cashflow
• Why invest, asset allocation and risk
• Get your questions answered by a panel of experts

About the speakers

Luke Brooks, Managing Partner – Financial Planning, Evelyn Partners Financial Services Ltd
Luke has specialised in providing private client advice since 2002 and his experience encompasses advising entrepreneurs, partners of accountancy and law firms, investment professionals, sportsmen and women. He also provides specialist advice on the structure of investment strategies for the Court of Protection and personal injury trusts.

Julia Rosenbloom, Partner – Private Client Tax Services, Evelyn Partners
Julia has a wide range of tax experience and advises clients from both a personal and corporate tax perspective. She provides bespoke tax advice to businesses and their owners and stakeholders, trustees both in the UK and offshore and multi-national families on residence and domicile. Julia has a particular specialism in advising on property structuring and inter-generational wealth planning. Julia's resume includes providing expert witness advice in divorce cases. Julia regularly provides media commentary for press and TV including the BBC, Sky News, Financial Times, The Telegraph, City A.M., Midlands Insider, Birmingham Business, YourMoney.com and Investors Chronicle.

Ann-Marie Atkins, Managing Partner, Evelyn Partners Financial Planning Ltd
Ann-Marie is a multi-award winning financial planner who has worked in the financial services industry since 1995 and heads up Financial Planning in the North West. She works with many business owners, high net worth clients and complex families to ensure they are linking planning in all areas to meet their long term objectives. Part of this means that Ann-Marie spends much of her time working with Solicitors and Accountants collaboratively. Ann-Marie is a Chartered Financial Planner and Fellow of The Chartered Insurance Institute.

Nick Scarborough, Partner – Investment Management, Evelyn Partners Investment Management LLP
Nick joined Smith & Williamson on the accountancy side in 2010 as part of the graduate scheme. Having qualified as a Chartered Accountant, he switched to Investment Management and has since run discretionary portfolios for business owners, entrepreneurs and professional practitioners. Nick is an Associate of The Institute of Chartered Accountants in England and Wales and a Chartered Member of the Institute for Securities & Investment.

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