Investment and Tax Seminar

Posted On February 21, 2019 By Jack Grant

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Date/Time
Date(s) - 21/02/2019
8:00 am - 10:00 am

Location
South Lodge Hotel

Categories


Planning for the future can be a bit overwhelming, especially in the current climate. This seminar being run by our member firm MHA Carpenter Box, will provide an overview of the current financial landscape, explain how recent changes may affect you and help you to make the right financial choices – both business and personal.

Topics:

  • Financial landscape for investors
  • Different types of investment opportunities
  • How to make the most of pensions and ISAs
  • End of year tax planning tips
  • Basic tax checklist
  • Tax relief of investment schemes such as the EIS
  • Inheritance tax relief

Agenda:

  • 08.00: Welcome refreshments
  • 08.30: Presentations
  • 09.30: Q&A / networking
  • 10.00: Event finish

Speakers:

Stuart Noakes
Partner and Head of Tax at MHA Carpenter Box

Roy Thompson
Partner and Head of Wealth Management

This event is free to attend. To book your place, please click here.