Business & Finance

Course Details

19th September 2019

NEC Birmingham

John Kelly

Geof Nightingale - BBS CA ANZ

9:45am - 4:45pm

£0.00 per attendee

CPD Hours: 5

Course Code: PAB1926

Registration Closed
The Business & Finance Theatre is a free course presented by John Kelly & Geof Nightingale.

09:45 - 10:30

Presented by Together Money

10:30 - 11:15

A Blueprint for Clients' Retirement presented by John Kelly, Mattioli Woods PLC

This course will look at some of the major advice areas for business owners to consider in building an exit and retirement plan, looking at tax incentives both pre and post retirement.

Learning Objectives:

  1. How to build a tax income in retirement
  2. How self-administered pension schemes can provide tax savings businesses
  3. How a pension scheme can make loans to a clients’ own business
  4. Tax-efficient ownership of company premises
  5. How assets can be diversified so risk can be spread
  6. Understanding pension contribution tax reliefs
  7. Minimising taxes paid on pensions in payment
  8. Retaining inheritance tax reliefs post sale of business and leaving a legacy
  9. An update on pension legislation: Finance Act 2004 and beyond

11:45 - 12:30

Best Practice Budgeting presented by Geof Nightingale, Forecast 5

Discover the key processes involved in preparing budgets and forecasting, as well as learning the time-saving abilities of a purpose-built software tool over Excel.

12:30 - 13:15

More Interest. Less Risk. Smarter Cash presented by Simon Woolnough Flagstone IM

More information TBC

14:00 - 14:45

Putting Excellence Into Practice presented by Simon Woolnough AVN Inspiring Accountants

Sharing learning from his latest book Putting Excellence Into Practice. 20 years’ of experience and real life examples of how everyday Accountants became incredibly successful.

Learning Objectives:

EXCELLENCE – consistently performing to high standards that get great results. Shane’s book describes researched, proven, excellence standards and how to apply them in your Practice.

Shane’s presentation will include a blend of strategies and case study examples of how Accountants in Practice - representing 1 – 3 partner firms - have followed a proven 7 step methodology that’s enabled them to build profitable, sustainable, value driven accountancy businesses.

Shane specifically focuses on how to:-

  • Get clarity on strategy
  • Differentiate your practice
  • Add more value and demonstrate it really well
  • Leverage your time better
  • Scale your practice without adding to your hours and stress
  • Raise your profile so that prospective clients seek you out
  • Make a profound difference and achieve a greater sense of purpose

Shane will be bringing along copies of his new book Putting Excellence Into Practice which will have been launched on the 18th September.

14:45 - 15:30

Cloud hopping: Understanding the difference between hosted platforms and identifying which strategy is right for your business presented by Ben Foulds, Hosted Desktop UK

More information TBC

16:00 - 16:45

Adding value to your client services through capital allowances presented by Mat Jeffrey, HJR Tax

More information TBC

Please see course details for more information on how to book Essential Updates for Accountants 10:00 - 17:15 for free today.