The Edinburgh Tax Network and Chartered Institute of Taxation invite you to join Janet Mui and Graeme Muir of Brewin Dolphin for an update on financial markets and analysis of pensions by webinar on Thursday 24th February 2020 from 1pm to 2pm. At this event, Janet and Graeme will discuss:
- Macro themes and risks in 2022, as well as reasons to remain optimistic
- Outlook for interest rate trajectory
- How do we navigate more uncertain markets in 2022?
In terms of pensions, use of the tapered annual allowance and how carry forward can help those still affected by the taper with the aim of:
- Understanding the tapered annual allowance rules
- Understanding how carry forward works
- Understanding how carry forward interacts with the taper rules
This event is sponsored by Brewin Dolphin and presented in conjunction with Terra Firma Chambers. There is no charge for attendance however registration is necessary. To sign up, please click here.
The seminar has been accredited by the Faculty of Advocates as contributing 1 hour of CPD (30 minutes each Practice Development and Substantive Law) for its own members and is eligible for a similar award from the Law Society for the solicitor branch of the profession.
About Brewin Dolphin
Brewin Dolphin has been helping people to meet their financial goals and fulfil their aspirations for over 250 years. Founded in 1762 they are one of the UK’s leading wealth managers.
Brewin Dolphin have a range of financial services available, whether you are looking to start saving for children, build on a nest egg from early in your career or look ahead to retirement planning. They can help kick start your personal financial plan, and support you at every stage of the journey. They are offering members of the Edinburgh Tax Network a free, no obligation financial consultation. To arrange a call back, please click here.
Janet Mui, CFA, is the Head of Market Analysis at Brewin Dolphin and is a voting member of Brewin Dolphin’s Asset Allocation Committee. She has over 10 years of experience in macro research and was previously the global economist at Cazenove Capital. She is responsible for the commentary and communication of Brewin Dolphin's macro / investment views to clients and the media and is a frequent guest on the BBC, Sky news, Bloomberg and CNBC. Janet won the best industry commentator award at the 2021 City of London wealth management awards. She has a first class Economics degree from the London School of Economics and an MBA in Finance at Cambridge University. She also holds the CFA Certificate in ESG Investing and the Postgraduate Certificate in Econometrics from Birkbeck College, University of London.
Graeme Muir is an adviser at Brewin Dolphin’s Edinburgh office and specialises in advising private clients to help them achieve their goals and financial aspirations. He has over 15 years financial services experience and the last 8 have involved advising private clients. He is a Chartered Financial Planner and a member of the Chartered Institute for Insurance.
