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Investing For Your Next Generation - Conversations That Matter

Date: 07 July 2023

Investing For Your Next Generation

Wednesday 29th of March 2023 | 11am-12pm (GMT)

In the final webinar of the series, we are joined by Caroline Le Jeune, Partner & Head of Private Client and Tax at Blick Rothenberg. Having spent over 20 years advising on family tax planning, we look forward to speaking with Caroline about her top tips on how to plan to leave an inheritance. We’ll cover the importance of opening up about money and getting spouses and the next generation involved in the investment conversation. As well as what our clients and professional advisers should be aware of so that money is passed town in the most efficient manner.



Helen Morrissey

London Sales Director

Vanessa Eve

Investment Manager, Quilter Cheviot

Michael McGowan

Investment Manager

Caroline Le Jeune

Partner & Head of Private Client and Tax, Blick Rothenberg

The value of your investments and the income from them can fall and you may not recover what you invested.