Harpenden Personal Finance Conference

Following the success of our first conference, Lyndhurst Financial Management, in conjunction with Rayden Solicitors, are delighted to invite you the second Harpenden Personal Finance Conference: “Financial Wellbeing and Sustainable Strategies for a Changing World”.

The event will be held at Rothamsted Research Conference Centre on Friday 15th October 2021 from 9am to 1pm.

Since our last conference in November 2019, the world has changed significantly.  We couldn’t have imagined what the following 18 months would bring. Now, the world is changing faster than ever before, and the wellbeing of the future depends on the decisions we make today. Working towards, and investing in a world that will be cleaner, safer and healthier, starts with small steps in the right direction. This event will cover an important suite of issues and practical measures to help you decide how to plan for your future.

Alongside Lyndhurst’s Geoff Newman who will be talking through our propositions and vision for the future, our fantastic team of speakers include;

1. Janet Mui: Brewin Dolphin Discretionary Fund Managers

Janet is investment director at Brewin Dolphin. As part of the research team, Janet is responsible for the commentary and communication of Brewin Dolphin’s macro/investment views to clients and the media. She is a frequent guest on the BBC, Bloomberg and CNBC on macro discussions. Janet will share her insights on Sustainable Economies. Brewin Dolphin are Lyndhurst Financial Managements selected partner to managed discretionary portfolios

2. Siobhan Griffin: TIME Investments.

Siobhan will provide an update on how sustainable investing is shaping the future of investments that qualify for Business Relief. Business Relief is an increasingly popular way to mitigate inheritance tax from an estate whilst obtaining access to your capital if required and as an alternative to trusts whilst gaining 100% relief for inheritance tax after 2 years.

3. Andrzej Pioch: Fund Manager at Legal and General.

Andrzej will look at the funds which are core to the Sustainable Portfolios, reviewing performance, risk and the long-term horizon. The Legal and General Sustainable Future World Fund is available to clients of Lyndhurst and is part of our sustainable proposition.

4. Bim Afolami: Local Member of Parliament for Hitchin & Harpenden

As the UK prepares to host the 26th UN Climate Change Conference of the Parties (COP26), Bim will discuss how the UK is committed to uniting the world to tackle climate change.

5. Paula Butterworth: Partner at Rayden Solicitors.

Paula will be joining us from their new Harpenden office, to discuss how family law intersects with important intergenerational life decisions.

6. Stephen Findlay: Founder of My Carbon Plan.

Stephen will introduce this fantastic local not-for-profit organisation and explain how My Carbon Plan enables you to measure, reduce and offset your carbon footprint. This is a feature that is available for Lyndhurst clients to offset your own carbon footprint.

We hope attendees will gain an understanding of:

1. Key trends and themes in sustainable investing
2. Sustainable economic development and the future of the financial markets
3. Providing for the next generation via potential solutions for mitigating inheritance taxation from your estate

There will be opportunities to ask questions and meet speakers during the event. Similarly, there will be a number of Staff from Lyndhurst Financial Management to talk to privately about any financial matter or to ascertain further information.

Keeping you safe

The conference will be organised according to the latest government guidelines, with social distancing protocols and other safety practices in place. These guidelines change regularly, so we will provide an update nearer to the day of the conference.  Due to social distancing, spaces are limited and will be provided on a first come, first served basis.