Wealth Planning for a Prosperous Financial Future
Senior industry leaders will share their insights
If the last two years have taught us anything it would be just how unpredictable the world is, and how fragile health, economies and wealth can be across the globe. In times of uncertainty, market corrections, and high volatility, protecting wealth becomes even more vital to many private investors. Setting up your financial plan is a critical first step to planning your financial future. Of equal importance is your investment strategy, to continue to grow your wealth in the long-term.
Your wealth planning needs are unique, and while there are many market factors that may seem out of your control, there are a huge selection of planning techniques available to minimise these risks. There is also enormous potential to expand wealth with vigilant, long-term investment strategies. As the world focuses on significant trends such as technology and climate change, there are key opportunities for private investors. How can you shape your long-term financial future with innovative investment strategies? What tools and strategies should you adopt to protect your current wealth from future tax rises? How will your wealth management priorities evolve over time?
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Financial protection
How can you protect yourself and your family in case of potentially unfortunate future circumstances?
Tax changes
The future changes to the UK tax regime including income, and capital gains tax, and strategies for managing the personal implications
Technological innovation
How to invest for your future by ensuring that you have core exposure to the world’s potential to innovate technology
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