Financial Planning Opportunities Seminar

March 25, 2017


James Sym of Schroders Investment Management
James Sym of Schroders Investment Management provided his thoughts on the implications of Brexit at Ward Goodman’s Financial Planning Seminar in BournemoutLeading Accountants and Financial Planners, Ward Goodman, recently hosted their latest client seminar at the Village Hotel in Bournemouth. The event was aimed at Private Investors as well as Business and Property Owners, and forms part of the company’s strategy to offer a truly integrated tax and financial planning service to all clients.

Leading fund manager James Sym of Schroders Investment Management provided his thoughts on the implications of Brexit as well as highlighting some opportunities that are available in the European Investment Markets.

The seminar also covered the introduction of the new residence nil rate band from April 2017 and its impact on estate and Inheritance Tax Planning moving forward.

For many of us the best way to save money is to manage how much tax we pay and David Lapthorn, Director at Ward Goodman outlined some of the tax planning opportunities for the year ahead.  With Buy To Let properties accounting for a larger share of the property market, Landlords were advised to make plans for the forthcoming tax changes.

Gareth Simon, Director at Ward Goodman said, “It was another successful event as the content was based on client feedback over the last 6 months or so.  We were delighted to have a leading fund manger present at our event and for our clients to have the rare opportunity to meet the individual that directly looks after their money”.

If you would like information on any of these issues or if you would like to speak with a specialist adviser, please give Ward Goodman a call on 01202 875900 to arrange a free initial meeting, or pop into one of our offices in Wimborne, Shaftesbury or Wareham. For details of future Ward Goodman seminars see Our Training and Seminars pages



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