Kim Pattison
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Upcoming event: Maximising the tax planning opportunities in your client bank
For professional advisers and paraplanners only. Tune in to the Octopus tax planning special on Thursday November 5 at 10am. Hear from…
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EIS? VCT? Book your place on Mercia’s latest webinar 20th October
Advisers and planners are invited to participate in this webinar at 4pm, Tuesday 20th October. It is the latest in a webinar…
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M&G case study: investing in the road to zero carbon
For Investment Professionals only Among the core holdings in the M&G Global Listed Infrastructure Fund are NextEra Energy and Enel, two companies…
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Book your place on ESG and Evidence-Based Investing workshop
There’s still time to book your place on this workshop which takes place next Wednesday, 21 October. It’s the first of three…
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New app to provide information on global bond portfolios and selected collective investments
Wattabuy is new virtual manager which helps a wide range of investors to build investment portfolios and track the dynamics of their…
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Don’t miss this tax planning event from Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Do you have clients impacted by legislation, such…
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Invest in the sustainability leaders of tomorrow
Our carbon emissions problem Human induced carbon emissions are the leading cause of global climate change. These include the burning of fossil…
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Why infrastructure will be key to a ‘green’ recovery
Alongside their immediate priority to protect health, governments around the world are looking to ensure that the pandemic does not do irreversible…
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What the papers are saying
Over at the Weekend FT, the team is reporting that banks are calling back stayaway staff abroad amid tax warning. The City…
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ESG Investing Workshop with Sam Adams
As ESG investing becomes increasingly more mainstream as an investment discipline, combining its obvious appeal with sound principles of evidence-based investing is…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
