Investment and Tax Seminar

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.


Date: Tuesday 3rd March 2020
Time: 8am-10am
Venue: South Lodge Hotel, Horsham

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


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


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

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