Tax Planning and Wealth Management Seminars
It has always been important to protect your wealth from the tax man but this is even more important with the introduction of increased tax rates from April 2010. The good news is that there are still plenty of opportunities to implement tax efficient investment and retirement strategies. Click here for details of some of these options.
Whether you're concerned about preserving, growing or passing on your wealth to the next generation, you should speak with one of our highly qualified and independent tax and wealth management specialists.
Beever and Struthers invite you to a FREE wealth management seminar which will bring you up-to-date with the changes to the tax system since 6 April 2010 and will give you tips and advice on how to maximise your wealth within the new rules.
You can also contact us for a FREE introductory meeting or attend one of our wealth management seminars. Click here to reserve your place.
Agenda
Welcome by Claire Kennedy, Tax Partner
Buffet and networking
Jacquie Adams, Tax Partner - Income Tax
Jacquie will discuss the changes that are approaching us in April 2010 re. 50% tax on earnings over £150,000 and how earnings of over £100,000 will be affected by the withdrawal of the personal allowance.
Stuart Johnson, Financial Planner, B&S Financial Management Ltd - Wealth Management
Stuart will talk about the importance of tax efficient investment planning, planning, contributions under the new rules, tax efficient investments - Offshore/VCT/EIS and investment strategies for 2010.
Will Campbell, Tax Partner - Capital Tax Issues
Will concludes on the subject of capital tax issues. He will consdier the use of trusts, inheritance tax planning, the benefits of having a will and the potential increase in the rate of capital gains tax. Finally he will discuss Entrepreneurs Relief and potential problem areas.
Opportunity for questions and networking
For further information, please visit Tax Planning and Wealth Management.
Join our newsletter
Join our newsletter and stay informed about all of our news by e-mailSearch the site
Contact
St George's House
215-219 Chester Road
Manchester M15 4JE
Tel: 00 44 161 832 4901
Fax: 00 44 161 835 3668
London
Alperton House
Bridgewater Road
Wembley
Middlesex HA0 1EH
Tel: 00 44 208 902 0809
Fax: 00 44 208 902 2722
Tel: 00 44 1254 686 600
Fax: 00 44 1254 682 483
