Mark Waddilove, tax lead for professional and business services, will be joined by guest speakers Tim Fuller and Jess Nelson from Rathbones Financial Planning, to give you practical guidance on structuring your finances tax efficiently while balancing your current and future financial needs.
We will:
- Set out a priority checklist of key financial actions for new and established partners.
- Explain the tax implications of financial investments, including pensions, ISAs, EIS and VCTs.
- Highlight the tax issues and planning opportunities available for investment properties.
- Outline the financial considerations partners need to think about before making any investments.
- Discuss typical 'corporate benefits' for partners and whether additional personally funded insurances are required.
If you have any questions about the event please contact Inga Pronskeviciene.
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