Now is the best time of the year to get your finances in order, recommend tax and wealth management experts Carpenter Box ahead of upcoming seminar.
With the end of the financial year looming, now is the ideal time to review both business and personal finances to make plans for the year ahead. The volatility of the financial markets as a consequence of the uncertainty around Brexit has made it even more difficult to plan for the year ahead, which is why Carpenter Box is holding an Investment and Tax Seminar to help you make the right financial decisions for both your business and your own finances.
The seminar will be held at the exclusive South Lodge Hotel near Horsham where attendees will first hear from Wealth Managers LGT Vestra, who will provide an overview of the current financial landscape and outlook for investors in 2019.
Stuart Noakes, Partner and Head of Tax Services at Carpenter Box will then give some useful end of year tax planning tips including a useful tax checklist, a guide to tax relief through investment schemes such as the Enterprise Investment Scheme (EIS) and how careful Inheritance Tax planning can minimise liability when the final curtain falls.
Wealth management strategies for you and your family will also be discussed at the event by Roy Thompson, Partner and Head of Carpenter Box Wealth Management. Roy will outline the different types of investment opportunities available and how to make the most of pensions, ISAs and other investments.
The Sussex-based chartered accountants and chartered tax advisers are looking forward to 2019 after a very successful 2018, which saw a record growth in new clients matched by an increase in headcount at the firm to almost 170.
Chris Coopey, Partner and Practice Director at the firm, commented: “We are really looking forward to this event. It aims to give some useful pointers as to what the markets are up to and how businesses and individuals can make the best of their hard earned wealth despite the political somersaults going on at Westminster. The event has already attracted a great deal of interest and there should be something for everyone. Attendees will have the opportunity to raise any issues directly with the presenters and to network with other like-minded individuals in the beautiful setting of the South Lodge Hotel.”
The seminar will be held between 8am and 10am on Thursday 21st February and all attendees will receive a complimentary copy of the firm’s Year End Tax Planning Guide. For more information and to register for the event, please visit http://www.carpenterbox.com//investment-tax-seminar/