Pavis celebrated its 31st birthday last month

Late last month, Pavis celebrated its 31st birthday with a very special event at St George’s Hall in Liverpool.

It gave us the chance to bring more than 100 clients together to celebrate more than three decades of Pavis helping individuals meet their goals.

In the morning, we hosted three short presentations focusing on:

• What does good look like in wealth management and how Pavis is adapting to changes in the market.
• Investment update – A review of markets and positioning as we look ahead into 2024.
• Inheritance Tax and possible ways to avoid it while retaining control of your investments.

Verso Group CEO, Alan Matthewson, also joined us on stage to talk about the future vision and plans for Verso Wealth Management.

After a lovely buffet lunch, we hosted a session looking at current financial planning hot topics and disappearing tax allowances. Magician Chris Davies also entertained our guests with his bamboozling close-up magic (although, sadly, he couldn’t make the tax allowances reappear!).

The Grade 1 Listed St George’s Hall provided a stunning backdrop to the day, and it was fantastic to speak to so many clients in person after a few years of “virtual” meetings.

If you attended the event, we hope you found it valuable. If you didn’t – keep a lookout for our next invitation.