Webinar recording: Financial planning for partners - managing your investments, tax and pension

Partners of professional practices are often unaware of, or unprepared for, the personal wealth planning opportunities unique to being a partner. If you're considering your future finances, watch our webinar to understand the options you have. 

Watch the webinar recording


Topics covered

  • Tips from one of our in-house chartered financial planners on how to invest, save and manage your finances effectively to build your personal wealth
  • Pension planning – why it’s not just a source of future income but also a tax-saving strategy
  • Tax reserving – how to ensure you are adequately reserved for tax while you are a partner
  • Planning for your future – explaining the tax efficient ways of saving for the future 

Our speakers


Speak to an expert

If you would like to speak to a member of our specialist Professional Practices team about the topics discussed in this webinar, or if you have another query, please submit the form below and a member of our team will be in touch.

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