Charity governance, tax & responsible investment seminars

Join us for an informative morning exploring the key considerations for charities with investments.

Our speakers will share practical insights on responsible investment and ESG, the total return approach, the latest economic and market outlook, governance and regulatory developments, and key tax considerations. We’ll also consider where trustees should be seeking specialist advice.

The session will finish with coffee and networking.

Topics covered

• The evolution of responsible investment
  Tom Blathwayt, Director, Sustainability Group

• Understanding the total return approach to investing
  Alice Farrer, Director, Wealth Manager – Charities

• Economic and market update
  Aiden Watts, Director, Wealth Manager

• Regulatory and governance update
  Giles Kerkham, Not-for-Profit Partner, Larking Gowen

• Tax developments for charities with investments
  Andrew Robinson, Tax Partner, Larking Gowen

Ipswich:

🗓️ Thursday, 8 October | 8:30am - 11:00am

📍Christchurch Mansion, Ipswich, IP4 2BE

Norwich

🗓️Friday, 8 October | 8:30am - 11:00am

📍Prospect House, Norwich, NR1 1RE 

Register below: