2009
Future Seminars, Workshops & Events
| FTSE 100 Prediction Competition - 09/01/2009 This competition ran through from January 2009 to December 2009 and was based on predicting the quarterly and annual changes in the FTSE 100. |
| Professional Briefing Seminar for Accountancy and Legal Advisors - 10/02/2009 Our guest speaker for our Spring Seminars is Justin Urquhart Stewart of Seven Investment Management - Justin is a well known financial commentator who writes regularly for national magazines and newspapers, and is frequently seen on television and radio, both in the UK and abroad. Justin was the founder of Broker Services in 1986 which went on to become Barclays Stockbrokers, where he was Marketing Director. In early 2001, he co-founded Seven Investment Management, an investment management business that now manages and administers in excess of £1.6 billion on behalf of professional financial wealth managers and intermediaries. |
| Financial Planning Seminar - 12/03/2009 Sorry you may have missed it! Justin Urquhart Stewart of Seven Investment Management was our guest speaker and gave us an excellent insight into how and why the "credit crunch" happened, what it means for us all and how to best make use of our wealth given the opportunities of depressed asset prices. |
| Golf Day - 11/06/2009 Thank you to all who attended our inaugural Golf Day. The weather was kind to us and a great day was had by all. Congratulations to our winners on the day; Overall points winner - Justin Baptie - Insight Strategic Associates Overall points runner-up John Gregory - Alexandra Anthony Ltd Nearest the pin winner - Gary Buckland - Savills Catering Longest Drive winner - Steve Norman - RN Plumbing |
| Professional Briefing Seminar - The Demise of Pensions? Alternative creative tax planning ideas. - 08/10/2009 Our final Professional Briefing of 2009 will highlight the topical issue of Pension funding within the UK and the issues facing us all in terms of chronic under-funding, the reduction in higher rate tax relief and whether pensions are still of value. We will consider tax effective alternatives and suggest how professional advisers in the accounatcy and legal field can add value to their clients long-term financial well being. We will be joined by representatives from Octopus Investments Ltd who are kindly sponsoring the event. If you are a professional in the accountancy of legal field and would like to attend, please contact us. There is no cost to attend. |
| Wealth Creation Wealth Preservation Seminar - 19/11/2009 Our latest seminar for new and prospective clients will cover the hot topics of tax planning and mitigation in the new higher tax environment as well as the effects on long-term financial planning in light of the new Pension rules. As always our seminars look at these issues in the context of personal financial goals, which should be incorporated within a personal Financial Plan. The seminar will look at legitimate tax planning angles and hopefully give attendees information and advice around strategies to assist them in mitigating higher rates of income tax, due to commence in 2010. We will also consider new Inheritance Tax planning methods aimed at tackling this 40% tax, which, in our opinion is purely optional! Please contact us if you would like to attend and we will supply you with further details. |
| FTSE 100 Prediction Competition - 31/12/2009 The competition, opened in January 2009, reaches its conclusion at the end of December. |