Investing for the new tax year
With a new tax year having just started and with it a new ISA allowance come to the free AJ Bell Youinvest Investing for the New Tax Year event to hear insight from leading fund managers talking about their funds and AJ Bell’s Senior Analyst Tom Selby who will be giving his overview of making the most of ISAs and SIPPs, their benefits, and how best to use them.
The evening is perfect for investors that are interested in better understanding how to construct their portfolios and is a great networking opportunity to meet fellow investors and to share ideas.
18.00: Registration and coffee
18.30: Welcome
Tom Selby, Senior Analyst - AJ Bell
18.35: How to make the most of pension tax perks
Tom Selby, Senior Analyst - AJ Bell
18.55: Global Growth From Different Perspectives
Jon Henry, Client Service Manager - Monks Investment Trust
19.15: BlackRock Greater Europe Investment Trust
Stefan Gries, CFA, Director and Portfolio Manager - BlackRock Greater Europe Investment Trust
19.35: JP Morgan
19.55: Japan – part of a new year portfolio
Masaki Taketsume, Fund Manager, Japanese Equities - Schroder Japan Growth Fund
20.15: Panel discussion
Tom Selby, Senior Analyst - AJ Bell
Stefan Gries, CFA, Director and Portfolio Manager - BlackRock Greater Europe Investment Trust
Jon Henry, Client Service Manager - Monks Investment Trust
Masaki Taketsume, Fund Manager, Japanese Equities - Schroder Japan Growth Fund
+ More to be announced
20.35: Drinks reception and canapés
21.30: Close
Further info:
https://www.sharesmagazine.co.uk/events/event/aj-bell-youinvest-investor-seminar-300419