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Planning for Success
Tue 10 May 2016, 07:30 – 09:00 BST
In our breakfast session, tax and financial planning experts from Mazars provide the latest “need to know” information on:
- Extracting profit from your business
- Succession planning and inheritance tax
- Financial planning and wealth management
Our Guest speakers are:
Pamela Chatterjee - Senior Manager, Personal tax.
Pamela,a Qualified Chartered Tax adviser, oversees the Tax team in the Sutton Office and is resposible for co-ordinating the provision of personal tax services to private clients accross the South East.
Andy Springford - Private Client Financial Planner
Andy is a Chartered and Certified Financial Planner, providing independent financial advice to individuals and owner-managed businesses. His specialisms include pensions and retirement planning, tax planning and wealth management.
Dan Pietkiewicz - Manger, Tax
Dan is a corporate Tax Manager and works with a number of multinational businesses across a variety of sectors, ranging from those investing in the UK for the first time to more established businesses seeking to grow via acquisition or international expansion.