Join us for the first in a series of technically driven discussions on topics your clients should be aware of. As the world continues to change, whether legislatively, economically or from a financial industry perspective, we need to insure we are covering all the bases - some which are highly complicated in their nature.
Within our Accountants Technical Programme, together, we will discuss:
- Offshore and onshore bond top slicing – a guide to the new retrospective rules. Are your clients due a tax refund?
- Pension tax troubles at age 75 – are your clients walking into a serious problem?
- Is the commercial property pension market dead? We investigate some of the myths and planning opportunities.
- Retirement planning in the inflationary world. How does our new financial environment look, and what does it mean for our clients?
Join us at 8am for breakfast, with refreshments throughout the sessions, before we conclude at 11am.
9 November | Bath | DoubleTree by Hilton, Bath, BA1 5BJ
15 November | Leicester | Mattioli Woods plc, LE1 6RU
16 November | Newcastle | Hilton, Newcastle, Gateshead, NE8 2AR
30 November | London | The Swan at The Globe, SE1 9DT
CPD credits are available for these seminars.
Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority.