Quarterly Member’s Forum – 8 October 2014

Our autumn forum was held at the National Liberal Club and was sponsored by Kelly Lindberg, Partner, St James’s Place Wealth Management. Guest Speaker James Walton. 45 Members and guests enjoyed a comprehensive update on the new pension freedoms from Kelly and an...

Quarterly Members Forum – 17th June 2014

Our Summer Forum was held at The Yacht, Temple Pier, London and was sponsored by Stanley Gibbons Ltd. We were lucky to have three exception presenters. Dr Ros Altmann, an Advisory Panel Member of the OpenRetirementClub, gave her views on how new pensions flexibility...

Women and Pensions – 21st May 2014

Members and guests enjoyed an incredibly lively and informative seminar at RHS Garden Wisley. Kelly Lindberg set the scene with a comprehensive case for all women to have their own pension fund. The combination of tax advantages and the freedoms introduced in the 2014...

Quarterly Members Forum – 31st March 2014

Our Spring Forum was held at the Oxford and Cambridge Club, Pall Mall, sponsored by Mazars LLP and supported by Andrew della Casa of the Wine Investment Fund.   4.45     Registration 5.00     Seminar “Green shoots or advanced mould” – Guest speaker, Justin Urquhart...

Quarterly Members Forum – 18th January 2014

Our winter forum was held at the Compleat Angler and was sponsored by Kelly Lindberg, Partner, St James’s Place Wealth Management. The Saturday morning seminar featured Nicola Horlick as guest speaker; James Austen from Speechly Bircham LLP; Kelly Lindberg,Partner, St...

Quarterly Members Forum – 15th October 2013

The Autumn Forum included the introduction of the “Members’ Soapbox” where Belinda Schwehr discussed planning for care home costs. Our sponsors, Mazars led a discussion on another key aspect to financial planning for retirement – Inheritance Tax and other tax...