We’re hosting a series of conferences for local accountants in the Oxted area to share our knowledge and expertise on subjects ranging from inheritance tax planning through to investments for their corporate and personal clients.
The first in this series of business breakfasts will be hosted in cooperation with TIME Investments and will cover the great wealth transfer – the intergenerational benefits of business relief. The event will be held on 5th December (Thursday) at 8:30 am at our offices directly opposite the main entrance to Oxted railway station.
The Great Wealth Transfer
Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK. The talk will highlight the importance of intergenerational planning and the opportunities this can create for professional financial and tax advisers. Particular focus will be placed on Business Relief planning opportunities including the replacement of Business Relief qualifying shareholdings and preserving the qualifying status of trading businesses.
We will be covering:
- Office of Tax Simplifications (OTS) review of IHT and its potential implications for transfer strategies
- Maximising IHT exemptions and reliefs
- Harnessing Business Relief to its full potential
- The role of real assets in family wealth preservation
Speaker: Sam Jermy, Senior Business Development Manager at TIME Investments
Sam joined TIME as a Business Development Manager in September 2014 covering the South East of England. Prior to joining TIME, he worked as a financial planner, providing wealth management and tax planning advice to clients of Sussex based law firms.
Sam was awarded Chartered Financial Planner status in 2014 and holds STEP and IMC accreditations. He has 18 years’ experience working within investment and wealth management companies, including the management of advisory business relationships in the UK, the Far East and Middle East.
The talk is accredited for continued professional development (CPD) with the Personal Finance Society and CPD attendance certificates will be provided.
Come and enjoy a free breakfast, learn about business inheritance tax planning and network with fellow accountants.
8.30 – 9:00 Registration and Breakfast Served
9:00 – 9:45 Presentation
9:45 – 10:00 Q&A Session, Networking
Book your free place
Places are limited, so if you’d like to attend please send an e-mail firstname.lastname@example.org indicating your name, company’s name and contact details.