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Meet The Experts - Bristol Chartered Connections Event

Personal Finance Society

Thursday, 19 October 2017 from 08:00 to 10:00 (BST)

Meet The Experts - Bristol Chartered Connections Event

Ticket Information

Type End Quantity
Chartered Connection   more info 1d 13h 2m Free  

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Event Details

Book your place now for our next Chartered Connections event. 

Join us for:

'Meet the Experts'

on

Thursday 19th October

at

St Bartholomew's House, Lewins Mead, Bristol, BS1 2NH

This event is one not to miss as a range of topics will be covered by three different experts. 

Please see all details below. 


Agenda

8am Registration

8.15am - Session 1 - The Residence Nil Rate Band 

8.40am - Session 2 - Pension Scheme Investments in Commercial Property

9.05am - Session 3 - HM Revenue & Customs and Making Tax Digital

9.30am - Close and networking


Session 1: The Residence Nil Rate Band

Learning Objectives:

  • When will it apply?
  • How much will it be worth?
  • Practical points for estate planning and will drafting
  • Effect on existing planning and Wills
  • Case Studies

Speaker: Claire Conlon TEP Burgess Salmon


Session 2: Pension Scheme Investments in Commercial Property

Learning Objectives: 

  • Why consider Commercial Property?
  • Benefits available to individuals and companies 
  • Making your current business premises work for you 
  • Case study showing how we can help our clients

Speaker: Colin Sutton DipPFS Sanlam Wealth


Session 3: HM Revenue & Customs and Making Tax Digital

Learning Objectives:

  • Why - Understanding the logic behind Making Tax Digital
  • Who will Making Tax Digital affect?
  • Suggested timetable for implementation
  • Opportunity or threat?
  • How we can help our clients

Speaker: Zena Hanks CTA ATT, TAX Director Saffery Champness Chartered Accountants

 

 

     

 

 

 

Do you have questions about Meet The Experts - Bristol Chartered Connections Event? Contact Personal Finance Society

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When & Where


St Bartholomew's House
Lewins Mead
BS1 2NH Bristol
United Kingdom

Thursday, 19 October 2017 from 08:00 to 10:00 (BST)


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Organiser

Personal Finance Society

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

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Meet The Experts - Bristol Chartered Connections Event
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