Seminar Series – 2015 the year to make a difference

Make 2015 the year to make a difference!

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From Nadeem Hussain – Head of Tax at Pierce

 

As part of our ongoing series of seminars for clients and professional introducers, we are pleased to announce details of a new seminar series in 2015.

 

We want you to be able to look back in years to come on 2015 and be able to say that it was the year you decided to make a change, make a difference and started to make plans that have now come to fruition and success. This involves considering a cohesive wealth maximisation strategy, in respect of all of your affairs and planning.

Through a detailed case-study, the three seminars will be delivered under the following headings:

 

Seminar 1 –     Review-it!

Thursday 26th February   8.30am – 10.30am – at Pierce CA Ltd – Blackburn

Tuesday 3rd March          8.30am – 10.30am – at Taylor Patterson – Preston

Click here to download a copy of the presentation slides.

The focus of this seminar will be on remuneration and tax year end planning as well as understanding the new pension freedoms that start in April 2015.

 

Seminar 2 –     Protect-it & Build-it!

Thursday 28th May      8.30am – 10.30am – at Pierce CA Ltd – Blackburn  – BOOK

Tuesday 2nd June        8.30am – 10.30am – at Taylor Patterson – Preston  – BOOK

This seminar will particularly focus on tax planning around the right structure for a business. This will include whether it is appropriate for protecting assets, support future growth and incentivise key personnel.

 

Seminar 3 –     Maximise it!

Thursday 1st October   8.30am – 10.30am – at Pierce CA Ltd – Blackburn – BOOK

Tuesday 6th October    8.30am – 10.30am – at Taylor Paterson –  Preston  – BOOK

The final seminar will consider the process of grooming a business for sale, alongside corporate finance and succession planning. The natural follow-on from this will be how to structure Estate planning, Trust and Wealth Management, to meet your objectives.
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We are pleased to bring you these seminars in conjunction with Taylor Patterson in Preston, providing detailed expertise across these important planning areas.

 

All of the seminars will include breakfast refreshments.

 

The Pierce seminars will be held at the Pierce offices in Blackburn. The Taylor Patterson seminars will be held at Taylor Patterson’s offices in the centre of Preston.

 

To reserve a place at Pierce, please hit the BOOK button, or contact Mary-Lou Duggan on 01254 688100 or email events@pierce.co.uk

To reserve a place at Taylor Patterson, please hit the BOOK button or contact Jason Street on 01772 555073 or email Jason.street@taypat.co.uk