Accentuate by K3 Hub – Market and economic update and a guide to exiting an EOT

Market and economic update

Markets, inflation, interest rates and global events continue to dominate headlines, but what do they actually mean for investors and the wider economy?

Marcus Pilkington from Pareto Financial Planning and Alex Brandreth from Luna Investment Management delivered a market and economic update. They discussed:

• Rising interest and mortgage rates and what this could mean for clients and the wider markets
• The potential for wage inflation and its wider economic implications
• Developments in the Strait of Hormuz and the possible impact on inflation and investment markets

Pareto Financial Planning and Luna Investment Management advise private clients and their professional advisers on personal investment strategies, pensions, wealth protection and provide bespoke portfolio management.

EOTs: navigating the next exit

During this session, Adrian Howells from K3 Deal Advisory and Holly Bedford from K3 Tax Advisory discussed the key considerations relating to the onward sale of an EOT.

They covered:

• The onward sale of an EOT-owned company – what’s possible?
• Issues that might arise from a practical perspective
• Tax considerations and risks
• PE fund buyer appetite
• What’s currently happening in the market?

Speakers

Marcus Pilkington
Chartered Financial Planner
Pareto

Alex Brandreth
Chief Investment Officer
Luna Investment Management

Adrian Howells
Managing Director
K3 Deal Advisory

Holly Bedford
Managing Director
K3 Tax Advisory

About Accentuate by K3 Hub

Accentuate by K3 Hub, a regular series of webinars delivered by experts from K3 Advisory Group and selected external guest speakers, is designed to provide professional advisers with the late