Business & Finance

Course Details

19th September 2019

NEC Birmingham

John Kelly

Geof Nightingale - BBS CA ANZ

10:00am - 5:15pm

£0.00 per attendee

CPD Hours: 5

Course Code: PAB1926

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

10:00 - 10:45

Presented by Together Money

11:00 - 11:45

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

12:00 - 12:45

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.

12:45 - 13:30


13:30 - 14:15

More information TBC

14:30 - 15:15

More information TBC

15:30 - 16:15

More information TBC

16:30 - 17:15

Presented by HJR Tax

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