Foresight Roadshow – A new era of inheritance tax
The Redwood Team all stepped out this week to spend the morning at Eastwell Manor hosted by investment mangers, Foresight, for a lively discussion around the changing approach to inheritance tax planning. Some of our clients will be familiar with Foresight who offer a range of tax-efficient investment solutions including products which benefit from Business […]
Business Owners Masterclass Session 1
Simon and Mark headed to West Malling Golf Club in April to attend session 1 of the Business Owners Masterclass series jointly hosted by The Financial Planning Club and the Personal Finance Society. The 6 session course has been designed to help financial advice business owners gain a better understanding of the fundamentals of running a successful financial […]
Dimensional’s investment philosophy and a masterclass on their Wealth Models and how these can benefit our clients
The Redwood Wealth team headed into London to meet with Luca Cappucini and Arda Veysi of Dimensional Fund Advisors for a refresher on Dimensional’s investment philosophy and a masterclass on their Wealth Models and how these can benefit our clients. Some clients may be familiar with Dimensional as funds from their World Allocation range regularly […]
Tatton Investment Management’s adviser event in their “On the Road” series
The Redwood Wealth team swapped a day in the office for the stunning backdrop of Leeds Castle for Tatton Investment Management’s latest adviser event in their “On the Road” series. This was a great opportunity for us to hear directly from some of the industry’s leading experts on a range of topics including the latest updates regarding […]
