Event Information

As the current tax year draws to an end, professionals will have specific needs when it comes to their personal finances but may find that they don't have the time to focus on them. It's extremely important to ensure that you know what allowances you have available and how to use them effectively.

In partnership with Evelyn Partners, join Ann-Marie Atkins, Managing Partner and Lucinda Johnson, Director, as they talk tax year end, pensions and investing. You will also have the opportunity to get your questions answered by our experts.

Key learning points

• What are your allowances and how to maximize these before tax year end
• Learn about pensions, planning and protection
• Investing - the importance of investing, asset allocation and understanding risk

About the speakers

Ann-Marie Atkins, Managing Partner, Evelyn Partners Financial Planning Limited
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.

Lucinda Johnson, Director, Evelyn Partners Investment Management Services Limited
Lucinda joined the firm in 2007 having graduated with a 1st in History from the University of Lancaster. Lucinda provides bespoke investment management advice to a wide range of private clients including, pension assets, companies, family trusts and charities across the country. Lucinda is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Costs