Making the Most of Your Portfolio: UK Investing, Tax Wrappers and More

Date: Wednesday 17th September
Time: 6:00pm
Location: Law Debenture Office (near Liverpool Street Station) and online via Webex

Event description:
This WIN* financial education event, hosted in partnership with City AM, will explore two key themes for individual investors. The first panel will look at the opportunities in UK investing, what to look for in funds and companies, and how to identify long term value. The second panel will focus on efficient investing, covering tax wrappers such as ISAs and SIPPs, the impact of hidden fees and when it may make sense to outsource investment decisions.

Company description:
Law Debenture is a unique combination of a UK investment trust and a leading provider of independent professional services. Its investment portfolio aims to deliver long term capital growth and a growing income, while its services businesses provide a stable source of income and diversification. Law Debenture has a long history of supporting individual investors through initiatives like WIN*, which brings together experts from across the industry to share practical knowledge and insights.

Moderator: Rupert Hargreaves, Managing Editor, City AM

Panelists:

  • Laura Foll, Portfolio Manager, Law Debenture

  • Kyle Caldwell, Funds and Investment Education Editor, interactive investor

  • Nina Stanojevic, CFA, Senior Investment Specialist, St. James’s Place

  • Mark Northway, Non Executive Director, ShareSoc (UK Individual Shareholders Society)

Click here to register