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Schroders Personal Wealth invites you to their event

Tax, Trusts and Deeds of Variation

About this event

We welcome your questions on this topic which you'll be able to submit after you've logged in on the day.

Unfortunately, we cannot address your specific investment needs and decisions in any webinars. Firstly, because what’s good advice for one might be terrible advice for someone in different circumstances and, secondly, we’re not allowed to by law. If you would like professional advice on your investments please contact your Personal Wealth Adviser or click here spw.com for access to our professional advisers.

This webinar and material is not intended to be used by the media.

SPW Webinars*

  • Tuesday 23 March: Women and Finance
  • Tuesday 13 April: Investment-related topic (to be confirmed)
  • Tuesday 27 April: Starting Difficult Conversations with Loved Ones over money, wills and inheritance
  • Tuesday 11 May: Investment-related topic (to be confirmed)
  • Tuesday 25 May: Later-Life Care Needs

*Dates may change subject to speaker availability

Hosted by

  • Team member
    David Ryder Senior Manager, Marketing & Communications @ Schroders Personal Wealth

  • Guest speaker
    LS G
    Lee Stevens Trusts Specialist @ Lloyds Banking Group

  • Guest speaker
    Jim Turner Trust Specialist @ Lloyds Banking Group

  • Guest speaker
    Martin Portnoy Partner, Private Client Services @ Ernst & Young

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