Technical Club March 2019 - Brexit!

Our first technical club event of 2019 takes place on the 21st March.

Brexit is almost here (or is it?). What are the risks? What are the opportunities?

We are delighted to invite you to our Brexit Special – 1 ½ hours free CPD, key note speakers, free parking, pastries and coffee.

 

The Brexit seminar will include three brief sessions providing relatively simple ideas linked to generating opportunities for you to take away and implement.

 

We are expecting high demand for places, therefore please book using the button below as soon as possible.

 

This is the first of three events we are hosting during 2019. We would love to see you at our first event of the year.

Topics

  • End of tax year planning opportunities
  • Understanding the issues for business including the tapered annual allowance and how best to extract profits from your business
  • Considering the benefits of pensions even when other tax wrappers have been used
  • Brexit debate, how much does this impact in our professions
  • Managing risk in people

Agenda

10:00 – Registration

10:25 – Event starts

10:30 – Now What or So What?

11:00 – Tax Year End Planning

11:30 – Managing Risk in People

12:00 – Event ends

 

Location

BBi Financial Planning

The Old Court House

191 High Road

South Woodford

London

E18 2QF

Event details

Brexit: Now What or So What? presented by Peter Dixon

The UK is the first country to leave the European Union. What does this unprecedented event mean for your client’s investments? You have to do something, everyone says so. After all, we’re surrounded by twenty-four hour financial news and screaming headlines. Can you do anything about it, and should you?  It’s time to hear from the planners.

Speaker biography

Pete is the practice manager at BBi Financial Planning, having worked here for over 22 years.

pd

Tax year end planning presented by Clare Moffat

Brexit comes but once in a generation. In the meantime the tax year comes round every year.  Clare will cover the benefits of pensions alongside other tax wrappers, among other things. Brexit or not, your client’s still need to save for their retirement.

Speaker biography

 

Clare is a qualified lawyer and notary public, and a member of the Law Society of Scotland.

 

While in her former role with Prudential, Clare wrote the Pensions Freedom Guide for the ICAEW.

 

Clare currently works for Royal London as head of Business Development.

 

Managing Risk in People presented by Clive Lotherington

Clive will delve into continuity plans which insure and protect against a drop in business profits if a key employee dies or leaves through ill health. He will also cover plans around succession, for example if a business owner should leave through illness or even dies.

Speaker biography

Clive is a highly experienced Employee Benefit Consultant and successful Business Development Manager, with a strong track record.
 
Clive has a focus on providing an excellent service, with the ability to solve problems and deal with issues should they arise. This leads to strong long lasting relationships that are based on trust.
Clive