Join ACCA and Netwealth for a live, 60-minute webinar on 23 April at 12pm that will explore the advantages and challenges of passing assets onto the next generation.
This webinar session is for accountants and other finance professionals who want to understand the advantages and challenges of passing assets onto the next generation. The session will cover tax efficient options to factor into your financial plans and the benefits of gifting early.
Thomas Salter, COO, Netwealth
Thomas has more than 15 years' experience in financial services, the majority spent at JPMorgan where he was most recently managing director and global head of equity and multi-asset quantitative investment strategies. Thomas holds an MEng in Aeronautical Engineering from Imperial College and the CISI Private Client Investment Advice and Management qualification.
Matt Conradi, Head of Client Advisory, Netwealth
Matt has over 10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing on behalf of high and ultra-high net worth private clients at Julius Baer and Merrill Lynch in London. Matt is a CFA charter holder.