Harpenden Personal Finance Conference 2022: “Intergenerational Planning” Follow Up
We were pleased to welcome so many of you to our conference on 14th October 2022. We feel it was our biggest and best yet and the feedback collected from the event supports this. For those who were unable to attend the event or attendees who would like to recap on the presentations and access the slides, we have enclosed videos of the event below.
Introduction to Lyndhurst.
introduction by Martin Corrie, Managing Director, Lyndhurst Financial Management
Potential future policies for the finance industry
presented by Bim Afolami, MP for Hitchin and Harpenden
Tax efficient intergenerational wealth transfer
presented by Sarah Albury, Senior Associate, Mishcon de Reya LLP
The seven principles of successful long-term investing and the long-term future of Environmental, Social and Governance investing (ESG)
presented by Max McKechnie, Global Market Analyst, JP Morgan
Current market and economic views
presented by Max McKechnie, JP Morgan
Lyndhurst Investment Committee Update
presented by Jack Manders, Junior Investment Analyst, Lyndhurst Financial Management
Later life care solutions
presented by Graham Duffy, Care Specialist at Just Group plc
The importance of the role of Business Relief Solutions in intergenerational planning and leaving money for the next generation
presented by Bernie Sporton, Head of Sales Development at Foresight
