Webinar Topic: Taking Financial Control in Turbulent Times - A Tax and Investment Perspective

Presenters: Michael Lewis, Director at Frank Hirth, Robyn Limmer, Managing Director at Frank Hirth & Rory Dorman, Investment Adviser at Maseco Private Wealth

Michael Lewis, Director at Frank Hirth is joined by Rory Dorman, Investment Adviser at Maseco to discuss how best to manage your tax and investments during these turbulent times, Robyn Limmer, Managing Director at Frank Hirth will be chairing the discussion.

The COVID-19 pandemic has disrupted the investment and currency markets and created great uncertainty, there are however also opportunities in the turmoil. An easing of restrictions and the potential that markets may recover means any window of opportunity could be limited. Learn what you and/or your clients can do to take control right now.

The webinar will cover:

• Tax deadline updates
• Tweaking your investment portfolio to respond to the economic backdrop
• An opportunity to unwind tax-inefficient vehicles
• Revisiting of financial plans
• Inheritance tax planning opportunities
• Sticking to the plan! But what does the future look like