Our Growing and Preserving Wealth seminar with CKLG Accountants & Chartered Tax Advisers

Author: Tim Parker

Chartered Financial Planner, Associate Director - Member of the Investment Committee

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Published:  July 2024

Who knew when we started arranging our annual event at the Jockey Club, that Election Day would fall on it!  Well, we wouldn’t have bet on it that’s for sure!  It feels like it was meant to be, given that our focus was around the impending General Election!


We were delighted to welcome so many of our clients as well as clients from CKLG Accountants to our joint seminar.


Adrian Atkinson, Managing Director and Chartered Financial Planner of MM Wealth hosted the event with CKLG’s Aniketa Khushu, Manager, opening the seminar with a tax update focusing on the recent budget and general tax implications in the general election manifestos.


We welcomed Natasha Sarkaria, Chartered Alternative Investment Analyst from BlackRock, who provided us with various insights on risk including the steps taken on geopolitical risk.


Our very own David Thurlow, Chartered Financial Planner and Investment Manager, discussed capital gains tax (CGT) and the implication of the Labour Party’s manifesto on Pensions and the Lifetime Allowance (LTA).

Again the Jockey Club outdid themselves with the beautiful setting and delicious afternoon tea followed by a tour of the Jockey Club.

Thank you all for coming along and to our Panel – it was a thoroughly enjoyable afternoon.

If you would like to talk to one of our Chartered Financial Planners, please contact us on 01223 233331 or email info@mmwealth.co.uk.


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Opinions constitute our judgment as of this date and are subject to change without warning.  The value of investments and the income from them can go down as well as up, and you may not recover the amount of your original investment.

The information in this article is not intended as an offer or solicitation to buy or sell securities or any other investment, nor does it constitute a personal recommendation.

The Financial Conduct Authority does not regulate estate planning and tax planning.

The information contained within this blog is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing.  Levels, bases and reliefs from taxation may be subject to change.


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