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Tuesday 3 March 2020 @ 08:00 - 10:00

 

Planning for the future can be a bit overwhelming, especially in the current climate. This seminar 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.
 

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Topics covered

  • Financial, political and legislative 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, MHA Carpenter Box

 

Roy Thompson

Partner and Head of MHA Carpenter Box Wealth Management

 

David Crowter
Partner, Tax Services, MHA Carpenter Box

 

David Lane
Partner at LGT Vestra

South Lodge Hotel
Brighton Road
Horsham
RH13 6PS

further support please call the growth hub team on 01293 305965

Malcolm Brabon

Head of Services

Lou Williams

Growth Manager

Matthew Heath

Growth Grant Project Manager

Ryan Davies

Account Manager Team Leader

Luke West

Business Growth Executive

Coast to Capital

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Information is provided on this website in good faith. However neither Coast to Capital Local Enterprise Partnership nor any associated organisation or individual provide any warranty or accept any liability for information provided.

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