Online Investment and Estate Planning Event | Catch up

Why Investment communication has never been more important – why the next decade could be very different to the last

Novus Financial Services and Thorneycroft Solicitors had the pleasure of hosting an online Investment and Estate Planning Event.

Given the unprecedented last twelve months, we think there has never been a better time to bring you up to date.

Together with IBOSS Asset Management, Novus Financial Services will covered why regular communication will be particularly important in 2021 and beyond as we enter a new investing era. Investors can greatly benefit from being kept informed of their portfolio changes by an investment professional and being aware of market information that could affect them personally.

We believe actively managing your investments either with active or passive funds is more important than ever as some asset prices have risen dramatically, in contrast, some others have been left behind versus their historical value. In this session, we explored this further, looking at why this is and how the post-pandemic economic and political landscape could impact investments over the next few years.

Heather Gaunt, STEP solicitor and Associate Director at Thorneycroft Solicitors talked through important factors to consider for Inheritance Tax planning: including ensuring your Will is up to date and Powers of Attorney are in place. The creation of Trusts and gifting exemptions was also discussed.

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