Xentum | Join our live webinar: organising your personal and family finances as you would your business

Join our live webinar: organising your personal and family finances as you would your business

October 1, 2020 - 1 minute read

Posted by Xentum

Live webinar: Organising your personal and family finances, as you would your business

We are delighted to be hosting a free webinar with Alexander & Co and BLM Law to share insight on how to bring the discipline of business financial planning to your personal finances. Join us on Thursday, October 22nd from 1pm to 2pm. The event is open to clients and non-clients. You can register here.

Useful topics will include:

  • How to build assets for future income.
  • How to minimise tax through effective family succession planning.
  • How to ensure wills remain robust with lasting power of attorney.

Adam Carolan, Managing Director at xentum, will be joined by James Beresford, Partner at BLM Law and John McCaffery, Partner at Alexander & Co, two leading firms which provide complementary services. The professional perspectives of each speaker will give participants a unique opportunity to fully understand how to approach their personal financial issues.

Following a three-way discussion by the panel, a Q&A session will provide an opportunity to put questions forward.

Register here.

 

The speakers:

Adam Carolan

Adam Carolan, Managing Director at xentum
Adam specialises in working with exciting creative entrepreneurs and business owners. During the webinar, he will discuss how to use skills learned in running a business to run your family finances.

John McCaffery

John McCaffery, Partner at Alexander & Co
John specialises in personal and corporate tax, helping to advise family and private equity-backed and listed companies. He helps these businesses to raise, invest, and extract funds, and deals with acquisitions, disposals, succession, and exit planning. During the webinar he will discuss family succession planning.

 

James Beresford

James Beresford, Partner at BLM Law
James specialises in the administration of complex estates, advising clients on matters such as the drafting of Wills and Lasting Powers of Attorney. He is author of “No Will – no say. A simple guide to Wills and Estate Planning” (2017).  During the webinar he will discuss wills and estate planning.

Register here.