Client webinars - 2023
Wednesday 30th November 2022
Katy Baxter
Our forthcoming webinars on 24 January 2023 and 2 February 2023 between 11am - 12pm will cover the following topics. If you would like to attend please email us at help@montgomeryep.co.uk
Inheritance Tax - a stealth tax that is going to affect many more of us - what can we do to reduce the burden for our families?
Passing assets and wealth to loved ones - things to think about now, and in the future, to protect value for the next generations
2022 - a year of Big Market Days! What does this mean for the future - find out what the fund managers are saying...
How best to invest - the best way to increase diversity but not risk
Sustainability and Responsibility - the impact of COP27 on the world of investments, what we need to be aware of now