Catch up on the FTWeekend Festival highlights

Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.

Riding out the turbulent twenties

In his session, Tom shared his thoughts on what we at CGWM have coined the ‘turbulent twenties’, and explained why we don’t think now is a good time for investors to ‘stop the ride’ and pull their money. Tom’s energetic presentation gave the audience reason to believe that, from an investment standpoint, the volatility we currently face is not necessarily a bad thing for investors – particularly in light of the current levels of inflation – and he offered some examples of how you can utilise the current situation to your advantage. Watch the highlights of Tom’s talk below:

Want to watch in full? If you attended the FTWeekend Festival, you can access the full recording on their website (FT subscription required). 

Watch the full video

Pertinent questions for the pensions panel

David Goodfellow shared his expertise on the festival’s pensions panel, led by the insightful Claer Barrett. Facing tough questions from FT Money readers, the panel explored how investors can make the most of their pensions – outlining how pensions can be used to pass wealth onto future generations as part of inheritance tax planning, and the tax benefits of employer pension contributions, particularly for business owners.

The panel also discussed the recent changes to the Lifetime Allowance policy and the possible impact of a Labour government on pensions as they stand now. David highlighted the complexities of this nuanced topic, and concluded alongside the rest of the panel that the changing nature of pensions legislation means that almost all investors would benefit from the advice of a qualified financial planning expert in this area. Watch his key takeaways here:

Looking for more? FTWeekend Festival registrants can catch the full panel recording on their website (FT subscription required).

Watch the full video

For those who attended, we hope you enjoyed listening to the many varied talks and panels at the FTWeekend Festival as much as we did, and learned something to take into your investment considerations. Overall, we had a great day meeting like-minded individuals and discussing the best ways to help you to build your wealth with confidence.

Speak to one of our experts

If you have questions about any of the topics raised, or would like to learn more about how to maximise your investments within the current market, please do not hesitate to get in touch.

If you found this interesting, you may also be like:

• Investment Outlook August 2023
• Asset protection after a windfall: Tax planning to protect generational wealth
• Will I run out of money in retirement? How does retirement cash flow modelling work?
• Financial planning for business owners
• Webinar: why now could be a great time to invest in fixed income

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. 

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.