Family Wealth & Philanthropy CPD Seminar

Acumen Financial Planning is one of the leading independent financial planning firms in the UK.We empower clients to confidently achieve their full financial promise by delivering a holistic package of financial guidance in an accessible and approachable manner.An Accredited and Chartered firm, more details about our team and services can be found atwww.acumenfp.comAwarded Accredited Financial Planning Firm of the Year 2016 & 2018 and New Model Adviser Firm Scotland & NI  (2017, 2018, 2019),Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority, FCA no.218745

Acumen Financial Planning

Join us to understand the crucial collaboration between legal professionals and financial planners in serving client families effectively.

Kimpton Blythswood Square Hotel & Spa

Welcome to Family Wealth &amp; Philanthropy!The aim of this lunch &amp; learn is to provide insight and educate attendees on how financial planners and legal professionals can collaborate to support client families in a multi-disciplinary and holistic setting.This presentation will cover a detailed case study with reference to Trusts, Family Investment Companies, Business Relief, and exploring Philanthropy.We will be joined by guest speakers from<a href="https://www.foundationscotland.org.uk/" title="https://www.foundationscotland.org.uk/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer"> Foundation Scotland</a>.Refreshments will be served, and the presentation will begin at 12:30pm with time for questions.

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Family Wealth & Philanthropy CPD Seminar

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Family Wealth & Philanthropy CPD Seminar

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