Private Client Tax Conference
Just Added

Private Client Tax Conference

By STEP YORKSHIRE

STEP Yorkshire and ATT/CIOT Leeds Branch are delighted to invite you to our jointly held tax conference in York.

Date and time

Location

The Milner York

Station Road York YO24 1AA United Kingdom

Agenda

9:30 AM - 10:00 AM

Registration

10:00 AM - 11:30 AM

Personal Tax Planning for high net worth clients

11:30 AM - 11:45 AM

Tea/Coffee Break

11:45 AM - 12:45 PM

Personal Tax Planning for high net worth clients

12:45 PM - 1:45 PM

Lunch Break

1:45 PM - 3:15 PM

Advising on whole of life tax planning

3:15 PM - 3:30 PM

Tea/Coffee Break

3:30 PM - 4:30 PM

Robert Jamieson & Close

Good to know

Highlights

  • 7 hours
  • In person

Refund Policy

Refunds up to 7 days before event

About this event

Business • Other

STEP Yorkshire and ATT/CIOT Leeds Branch are delighted to invite you to our jointly held tax conference in York.

We are looking forward to welcoming Robert Jamieson MA FCA CTA (Fellow) TEP who will be discussing the following topics;

· Personal tax planning for high net worth clients

· Advising on whole of life tax planning

This will also be a great opportunity to meet with and network with other STEP and ATT/CIOT members.

Each morning and afternoon session will include a 15 minute comfort break.

If you have any dietary requirements, please make us aware of this.

REGISTER YOUR INTEREST NOW

step.yorkshire@step.org

Organized by

STEP YORKSHIRE

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£95 – £175
Nov 10 · 9:30 AM GMT