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The Family Balance Sheet Event February 2024

On 14th and 20th March we held our annual Family Balance Sheet Event.

The Event is designed to give families and trustees a brief overview of the key UK asset classes: how they have performed and the outlook. This  included a UK tax and planning overview from Forsters, our kind hosts.

Each year we ask speakers to comment on the most obvious risk to UK families. In recent years these have been Brexit, Corbyn, Covid, inflation. and last year rising interest rates. This year we considered the key risk to be the impact of the General Election in the UK and the Presidential Election in the US. The speakers covered equities and bonds, commercial, agricultural and residential property, fine art and underwriting at Lloyd’s as well as tax.