Harpenden Personal Finance Conference: “Financial Wellbeing and Sustainable Strategies for a Changing World” Follow Up
Our propositions and vision for the future
introduction by Geoff Newman, Development Director, Lyndhurst Financial Management
How the UK is committed to uniting the world to tackle climate change
presented by Bim Afolami, MP for Hitchin and Harpenden
A look at the funds which are core to the Sustainable Portfolios. The Legal and General Sustainable Future World Fund is available to clients of Lyndhurst and is part of our sustainable proposition
presented by Andrzej Pioch, Legal and General
An introduction to a local not-for-profit organisation which focuses on enabling you to measure, reduce and offset your carbon footprint
presented by Stephen Findlay, My Carbon Plan
How family law intersects with important intergenerational life decisions and how anticipation of potential issues is key to provide certainty and avoid conflict
presented by Paula Butterworth, Rayden Solicitors
How sustainable investing is shaping the future of investments that qualify for Business Relief (BR). Business Relief is an increasingly popular way to mitigate inheritance tax from an estate whilst obtaining access to your capital if required. It is an alternative to trusts whilst gaining 100% relief for inheritance tax after 2 years
presented by Siobhan Griffin, TIME Investments
Insights on Sustainable Economies. Brewin Dolphin are Lyndhurst Financial Management’s selected partner to managed discretionary portfolios
presented by Janet Mui, Brewin Dolphin