Friday 10th July 2026
9.00am to 10.30am
Our seventh Accentuate by K3 Hub webinar takes place on Friday 10th July 2026.
This webinar includes a market and economic update and a session on the onward sale of an Employee Ownership Trust.
Market and economic update – 9.00am to 9.45am
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 will deliver a market and economic update. They will discuss:
- 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 – 9.45am to 10.30am
During this session, Adrian Howells from K3 Deal Advisory and Holly Bedford from K3 Tax Advisory will discuss the key considerations relating to the onward sale of an EOT.
They will cover:
- 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?
Our speakers
Marcus Pilkington
Chartered Financial Planner at Pareto
Marcus has worked in financial services since 2002 and became a Chartered Financial Planner in 2009. Now an Associate Trust and Estate Practitioner (TEP), he is working towards full TEP status.
Marcus has extensive experience advising wealthy families and entrepreneurs, including specialist work in Court of Protection, trustee and deputyship matters.
At Pareto, he advises on personal and corporate financial planning, helping clients achieve their long-term goals through holistic, cash-flow-led planning.
Alex Brandreth
Chief Investment Officer at Luna Investment Management
Alex is Chief Investment Officer at Luna, where he oversees the firm’s investment strategy and chairs the Luna Investment Committee, guiding asset allocation and security selection. He also leads the Luna Model Portfolio Service.
Alex joined Luna in 2020 after nearly a decade at Brown Shipley, where he served as Deputy Chief Investment Officer. A recognised industry figure, he has appeared in Citywire’s Top 100 Wealth Managers and PAM Top 40 Under 40.
Adrian Howells
Managing Director at K3 Deal Advisory
Adrian is a Managing Director in the K3 Deal Advisory team, advising SME owners, management teams and private equity investors on exits, acquisitions and strategic growth. He specialises in sell-side transactions, buy-side mandates and Employee Ownership Trusts, with experience across a broad range of sectors in the lower and mid-market.
A chartered accountant with over 10 years’ deal experience, combined with prior CFO and financial controller roles, he brings both adviser and operator perspective.
Holly Bedford
Managing Director at K3 Tax Advisory
Holly is a transaction tax specialist advising on corporate sales and acquisitions, MBOs, group reconstructions. private equity backed corporate finance investments and sales to Employee Ownership Trusts. She also specialises in advising on share incentive schemes and employee share related tax issues.
Holly advises shareholders in small- medium sized corporate groups and family companies in relation to their corporate, personal and employee tax issues. She also advises investors on the structuring and implementing of corporate acquisitions.
