Book Event

Connecting the dots: A unified approach to tax, investment and long‑term planning

  

Date: Tuesday 19th May

Time: 8am – 9.30am

Venue: Quilter Cheviot, Floor 6, One Centenary Way, Birmingham, B3 3AY

Price: FREE for all to attend

Book Here (Please note spaces are limited and will be allocated on a first-come, first-served basis. Please book early to avoid disappointment. When confirming your attendance, kindly let us know if you have any allergies, dietary requirements, or accessibility needs.)

Rather than viewing pensions, ISAs, investments and tax planning in isolation, join us for an insightful session where Investment Manager, Tom Haydon, and Chartered Financial Planner, Victoria Jones, will explore how they fit together as part of a joined-up financial strategy, evolving as clients’ life and priorities change.

During the session, Tom and Victoria will explore:

Tax wrappers and how they work together: How structures such as pensions, ISAs, general investments and other planning vehicles can each play a different role over clients’ lifetime - balancing tax efficiency, access and long-term growth.

Investment strategy through life stages: How investment approaches often need to change as clients move through different phases of life, from accumulation, to consolidation, to drawing income and planning for legacy.

The role of discretionary fund management: How professional investment management can provide structure, discipline and adaptability - particularly as financial markets change or personal circumstances evolve.

Planning around life events and opportunities: How career changes, retirement planning, inheritance, business exits or family considerations can trigger opportunities to rethink tax strategy and investment positioning.

Bringing it all together: How we integrate tax planning, investment strategy and long-term cashflow planning to help clients make confident, informed decisions about their financial future.

Have a question? If you have any questions you’d like the speakers to address, you’re welcome to submit them when confirming your attendance. There will also be time for questions during the event. We hope you can join us for what promises to be a morning filled with invaluable insights and the opportunity to network with fellow professionals.

Agenda

8am Registration, breakfast and networking

8.30am Connecting the dots

9.30am Networking (optional)

10am Close

In collaboration with:



Important information!

This is a marketing communication.

Important information - Investors should remember that the value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future return. You may not recover what you invest. Quilter Cheviot Limited does not provide tax, legal or accounting advice. Trusts, Estate planning, Buy to Let Mortgage, Taxation and Inheritance Tax Advice are not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.