Name: It's time to talk about tax year end
Start: 2023-01-10T12:00:00Z
End: 2023-01-10T12:00:49.000Z
Location: BrightTALK
Rating: 4.7

Our Head of Investment Specialists, Steve Mann, will  be joined by fellow Senior Investment Specialist, Joe Allen. Together they will take a look at recent market developments and key market themes of the year, our current portfolio positioning and what we can expect going forward for inflation and economic growth. 

There will be an opportunity to ask questions throughout the talk.

Investment Outlook

SW demo

Our Head of Investment Specialists, Steve Mann, will take a look back at the markets in 2022 along with our portfolio positioning. Fellow investment specialist, Joe Allen, will also take a look at the key global themes currently driving markets along with what we can expect for 2023 regarding economic growth, inflation and interest rates.

Investment outlook: A review of 2022 and the outlook for the year ahead

We recently communicated our responsible investing ambition, which has generated some queries. We’re keen to address these questions and provide more insights on our enhanced approach. 

Our Head of Manager Research, Peter Brunt, will be joined by our Head of Investment Specialists, Stephen Mann, to provide more detail about our responsible investment framework. This is your opportunity to ask any questions that you have about what this means for your investments.

Responsible investing: your questions answered

Our Head of Investment Specialists, Steve Mann, will be joined by fellow investment specialist Joe Allen. Together they will take a look at recent market developments and key market themes of the year, our current portfolio positioning and what we can expect going forward for inflation and economic growth. 

Steve and Joe will be happy to take questions throughout the session.

Investment outlook

We invite you to join our webinar, hosted by Schroders Personal Wealth and representatives from The Armed Forces Covenant, The Soldiers’ Charity and Job Oppo. This webinar explores how organisations can really make a difference whilst supporting and improving their own recruitment and retention strategy.

It's time to talk about retention and recruitment

Our Head of Investment Specialists, Steve Mann, will  be joined by fellow investment specialist Joe Allen. Together they will take a look at the key market themes of the year, our current portfolio positioning and what we can expect going forward for inflation and economic growth. 

They will also be joined by Peter Brunt, our Head of Manager Research, who will give an overview of what goes into the fund manager selection process along with some of the main trends and ideas they are incorporating into client portfolios.

Steve, Joe and Peter will welcome questions throughout the session.

As we reach the mid-year point, our Head of Investment Specialists, Steve Mann, will be joined by fellow investment specialist Joe Allen. Together they will take a look at the key market themes which have shaped the first six months of 2022, our current portfolio positioning, and what we can expect going forward for inflation and economic growth.

You'll get the opportunity to ask Steve and Joe questions throughout the session.

Our Head of Investment Specialists, Steve Mann, will be joined by fellow investment specialist Joe Allen. Together they will take a look at the key market themes of the year, our current portfolio positioning, and what we can expect going forward for inflation and economic growth.

You'll get the opportunity to ask Steve and Joe questions throughout the session.

Ahead of the new 2023/24 tax year, we invite you to join us as we discuss:

• Tax year-end considerations
• Taking advantage of your ISA allowance
• Pensions and retirement planning
• The importance of having a financial plan

This session is educational and will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.

We encourage participation and will allow time to answer questions at the end of the session.

It's time to talk about tax year end

tax year end

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

It's time to talk about tax year end

Presented by

About this talk

More from this channel