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Foundation Roundup – August 2020
The past few months, whilst surreal, have highlighted just how important it is for businesses to work with the community to create the best results for all.
Equilibrium has taken this responsibility very seriously, and we are very proud to say that, in addition to our usual charitable activities, the Equilibrium Foundation has donated over £60,000 to help the work of charitable organisations since March.
Investment panel discussion
Equilibrium Investment Manager, Mike Deverell, was joined by Nick Wood of Baillie Gifford, and Hugh Gimber of JP Morgan, for a live online investment panel. They shared their expert analysis on current markets, in light of the ongoing volatility surrounding the COVID-19 pandemic, along with their views on what the future holds.
Equilibrium’s Investment Manager, Mike Deverell will be providing expert insight and explaining how Equilibrium has reacted to recent volatility and our outlook on the future.
Double dips and top tips
Whilst most clients appreciate the need to have a will in place, the importance of updating it regularly is often underestimated.
Online event: Inheritance tax and intergenerational planning
Access a recording of the IHT & intergenerational presentation presented by our Founder, Colin Lawson.