You are invited! Book now!
It is with great excitement that we can now announce the date for our next investors masterclass at Avallenau House.
On Tuesday the 24th of July, from 10.00-12.30, we shall be running a lighthearted and friendly morning for our clients.
We are absolutely delighted that we will be joined by David McMaster of Aberdeen Standard who will be sharing his fund houses view on the current global economy. He will also be uncovering some of the screening methodology used by ethical fund managers when trying to meet a clients ethical criteria.
Emma will be updating us on recent tax changes and showing our clients how they can avoid being pulled into various tax traps!
Katy will be bring us up to speed in regards to the many resources we have at Thomas and Thomas and ways that we are managing to help our clients through innovation and technology.
Lisa will be ensuring that everyone is well looked after for the morning, with drinks, cakes and even a free buffet lunch.
Darren will be hosting the event – as well as running mini sessions on long term care planning, gifting, ethical portfolio construction, current client portfolio updates and much more!
We only have 20 spaces and dropping fast! If you want to secure your free space at what promises to be a fantastic and exclusive event – please email us now! Why not bring a friend? Please just let us know for numbers.
These 20 spaces are going on a first to reply basis so email us today to avoid disappointment!
Very best wishes
The Thomas and Thomas Team