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Ingenious Seminar: Planning for Corporate Clients - 11 January 2017
Wed 11 January 2017, 08:30 – 13:30 GMT
As we enter a new year and you begin thinking about planning opportunities for your corporate clients, there are only a few days left to register for the breakfast seminar at our office in central London on Wednesday, 11 January 2017. The event has been scheduled early in January to allow advisers who have corporate clients to be fully briefed on a new accounting standard which has brought new challenges for some companies whose balance sheets contain certain assets.
These challenges present several planning opportunities for your corporate clients and we can equip you with the tools you need to provide valuable advice.
The impact of FRS 102 on your corporate clients and professional introducers.
The introduction of the new accounting framework, Financial Reporting Standard 102 (FRS 102), brings significant changes to the accounting and tax regime of many companies across the UK. These changes could prove detrimental for companies who already hold investment bonds, as continuing to hold these assets could ultimately give rise to unexpected and untimely additional corporation tax charges. Many companies will, at best, not have factored in these costs and at worst not have the funds to meet this liability.
We can help you prepare to advise your corporate clients.
As an adviser, we would like to help in equipping you for these changes so that you are well positioned to provide advice on the range of planning opportunities for company owners and their directors. In addition, there are numerous planning opportunities for companies that do not hold investment bonds; these include, but are not limited to, dealing with excess cash, accessing Entrepeneur's Relief and dividend planning.
The seminar will cover:
- A technical overview of FRS 102 and the implications for corporate clients
- The issue of holding excess cash and/or investments on the balance sheet
- An analysis of the types of corporate client likely to be affected by these challenges and the options available to them
- Adding value – sourcing new and existing advice opportunities
You will also receive a Five Step Guide to FRS 102 and a Corporate Investment Checklist which will be helpful tools in preparing you to advise your corporate clients.
Who should attend?
- Advisers with corporate clients and advisers who plan to move into the corporate market;
- Advisers who have corporate funds invested in investment bonds, unit trusts or held as cash and/or;
- Advisers who have professional connections that could introduce them to company owners/directors