17 December 2021

Private Client Partners provide a UK tax update at the Family Balance Sheet Event

Forsters hosted two Family Balance Sheet events on 1 and 8 December with Stanhope Capital.

This event was designed to update UK families and their advisers each year on the performance and outlook for the most popular asset classes held on their overall balance sheets.

Each year the key characteristics of each asset class are examined together with its capacity to protect against inflation, its liquidity and execution costs and the UK taxation implications. This year the threat of continuing inflation is at the forefront of families’ concerns.

At this annual event a specialist in each asset class reviewed recent performance and the outlook for returns. Forsters' Private Client Partners, Catherine Hill and Jeremy Robertson, provided a UK tax update.

The event can be watched in full below, Forsters presentation begins at (1:30).

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