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Confidant | Spring 2023

Tim Bennett

Partner, Education

Leading the way

Welcome to the Spring 2023 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights include;

  • Paul Killik on how the firm is moving forward digitally
  • Rachel Winter’s take on the recent mini banking crisis
  • The Equity Research team’s top long-term tips
  • Our Wealth Planners on how to approach the 2023/24 tax year
  • Terry Smith’s toolkit for equity investors
  • Tim Bennett’s guide to the new Consumer Duty rules

To download the latest issue of Confidant, please fill in your information to reveal the PDF line.

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Disclaimer

Please remember that we are an investment company and as is the very nature of investing, there are inherent risks. The value of your investments can both rise and fall over time and you cannot assume that past performance will repeat itself. You must be comfortable in the knowledge that you may receive less than you originally invested. The tax treatment of your investments with Killik & Co will depend entirely on your individual circumstances and may be subject to change, so please do seek advice.

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© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
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