Rakesh Dabasia, Director in our Private Client team, meets with a group of expert advisors to discuss COVID-19, investments, trusts, tax, property and banking.
00:35 – How has COVID-19 impacted you business and your clients
04:02 – Investment portfolios, risk analysis and reacting to policy response
07:15 – Property, liquidity and borrowing trends
10:00 – Succession planning, reviewing structures and relocation
14:20 – Curating assets and looking for ‘winners’ when it comes to investing
18:28 – Economic recovery
22:50 – The impact of tax changes on trusts and beneficiaries
25.54 – Modern Monetary Theory (MMT) – central banks financing government spending
29:15 – Brexit, understanding value in a disruptive period and focusing on the small stuff
31:40 – Growth and investment opportunities in infrastructure and gold
34:30 – Fine tuning existing arrangements, HMRC enquiries and privacy
38:20 – Exploring new structures and jurisdictions and maintaining international relationships
41:00 – Building relationships and becoming the private banking partner of choice
43:21- Investment metrics and opportunities in UK tech and off-market companies
Reap the benefits of a family office, without the cost of running a bespoke company and the challenge of finding the right personnel to operate it. We have longstanding, whole of market relationships with advisors in a wide range of sectors, all with niche specialisms and areas of expertise. Rely on us for comprehensive solutions for your life, your wealth and your business, tailored to your unique circumstances. One overarching view of your finances, one dedicated aide to coordinate your affairs. www.buzzacott.co.uk/family-office-services
