Financial journalist Moira O’Neill brought financial planning and Inheritance Tax tips to the Summit

Description

#MoiraO’Neill #TaxPlanning #RetiringEarly #IHT #BlickRothenberg #HargreavesLansdown #interactiveinvestor #Rathbones We held the inaugural Investor Summit on 13th of August in the City of London. When curating the conference content it was important to us to provide our Private Investor/Professional audience not just with the most up to date investment thinking, but to broaden the summit to include some authoritative and independent financial planning and Inheritance Tax advice. We recruited the fabulous freelance financial journalist and FT Money columnist Moira O’Neill for the task, and together we created a panel to delve into the Inheritance Tax changes lined up for 2027: ‘How do the proposed Inheritance Tax changes affect you?’ Our panel included Nimesh Shah, CEO, Blick Rothenberg, a leading tax advisory firm, Malvee Vaja, a financial planner from Rathbones Group and Lindsay Cook, a highly experienced personal finance journalist. Many investors aim to accumulate sufficient wealth to retire early, so our second panel focused on: ‘Investing to Retire Early’. Our excellent panel included Helen Morrisey, Head of Retirement Analysis at Hargreaves Landsdown, Malvee Vaja again, and Craig Rickman, Personal Finance Editor at interactive investor. Many thanks to all our panel participants for sparing the time and delivering such high-quality independent advice. Copia’s Donald Leggatt conducts a short interview with Moira O’Neill, who summarises the tax advice and financial planning tips which the panel gave from the stage, and to the many who queued for individual advice afterwards. The full-length panel discussion videos will be edited and released soon.