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 – both business and personal.

Details

Date: Thursday 21st February, 2019
Time: 8.00am
Venue: South Lodge Hotel, Horsham

Topics covered

  • 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

Location

South Lodge Hotel, Brighton Road, Horsham, RH13 6PS

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