Personal Planning and Management Spring Seminar #3

The Personal Planning and Management team at Anthony Collins Solicitors invite you to the third in a series of spring breakfast seminars.

Seminar three - Business Related Capital Tax Planning

 Content of seminar 

The seminar will focus on capital tax issues around businesses and business investment more generally. While in our first seminar we primarily looked at a very specific planning opportunity, this time we will look at a broader range of planning issues and ideas with a view to mitigating inheritance tax and capital gains tax for clients, both in their own businesses and also using corporate vehicles.

 Who is this event for? 

Financial advisers and wealth managers who work with clients and families that own businesses, or who are happy to plan using corporate structures, or invest in businesses, with a view to mitigating their capital tax liabilities.

 Why should people attend?

Attendees will learn about particular tax mitigation opportunities for clients but also about issues and problems that may arise without specialist advice. 

 What will they get from the day?

An update in technical knowledge and information that they can use to help their clients.

 Agenda

08:30 – 09:00 Welcome, registration and refreshments

09:00 – 09:55  Presentation

09:55 – 10:00 Q&A, summary and closing remarks

10:00 – Networking

 James Hall will host the seminar.
Other members of our team (to be confirmed) –   James Hall Laura Banks  Donna Holmes  Alex Elphinston Lisa Whitehouse