September 2025 : Making the most of your portfolio: UK investing, tax wrappers and more
The third event in our WIN* series saw us partner with City AM to host two panels. Watch the recording on the right.
UK investing: why it's worth it and what to look for
Exploring the benefits of investing in the UK, what to look for from a UK fund or company and how to identify good value as well as exploring trends amongst UK investors.
Efficient investing: tax wrappers, hidden fees and more
The session looked at tax efficiency when investing through an ISA or SIPP, understanding fees and when to outsource your investing.
Both sessions were moderated by City AM Managing Editor Rupert Hargreaves, our panellists include:
- Law Debenture Portfolio Manager Laura Foll
- interactive investor's Funds and Investment Education Editor Kyle Caldwell
- St James's Place Senior Investment Specialist Nina Stanojevic
- Law Debenture COO Trish Houston
- ShareSoc Non-Executive Director Mark Northway