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Events

Keep up-to-date on events and webinars with the Brooks Macdonald team. 

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Prepare for the unexpected: Help protect your wealth, income and your future

Sometimes, events happen that are outside of our control. But while you may not be able to prevent bumps in the road, there are steps you can take to keep control of the wheel. 
 
Family Law Partner Hannah Budd of BloomBudd LLP and our Private Client Manager Saisha Moyce will be sharing their top tips for how to prepare for the unexpected and build a plan to help protect your wealth, income and your future.  

Learn how to: 

  • Put measures in place to help reduce the impact of unexpected events
  • Enlist professionals to help ease the financial, legal and emotional fallout 
  • Look forward to life after the event 
  • And more! 
Speakers

Hannah Budd

Family Law Partner, BloomBudd LLP

Saisha Moyce

Private Client Manager, Brooks Macdonald

Date and time
Location
Virtual

Planning for the new tax year

Tune into our webinar with Private Client Tax Managers, Emma Herrity and Laura Greenhill of RSM and our Senior Private Client Director, Stewart Sanderson for some helpful tax tips – before it’s too late!

Topics include:

  • Minimising the impact of forthcoming tax changes
  • Taking advantage of your tax allowances
  • Making the most of your pension to reduce taxable income
  • Understand what we might expect from the Spring budget on 15 March
Speakers

Emma Herrity,
Private Client Tax Manager, RSM

Laura Greenhill
Private Client Tax Manager, RSM

Stewart Sanderson,
Senior Private Client Director, Brooks Macdonald

Date and time
21 June 2024 20:35
Location
Virtual

Offering an alternative through AIM

Join our webinar, where we will explore the Alternative Investment Market (AIM) and what it can offer to investors. As well as being an excellent way to invest in smaller UK companies, it also has very favourable taxation, which can be hugely beneficial for inheritance tax planning. 

Topics include:

  • What is the AIM market, how does it operate and what is the investment opportunity?
  • How your Inheritance Tax (IHT) liability could be reduced through Business Relief (BR) and AIM investing
Speakers

Ewan Millar
Head of AIM Service

Joe Capaldi
Investment Director

Stewart Sanderson
Senior Private Client Director, Brooks Macdonald

Date and time
21 June 2024 20:35
Location
Virtual