Presentations
London - Tuesday 27th & Wednesday 28th October
Manchester - Thursday 29th & Friday 30th October
Download Programme
The event programme is provided in Adobe PDF format.
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9:20am Chairman’s opening comments
Steve Martin, Managing Director, Smart Financial Planning
9:30am Key note speech - The spectre of rising taxes – preparing for the inevitable
Chas Roy-Chowdhury - Head of Taxation, ACCA
10:10am Home comforts - crucial case law for residence
Mike Truman – Editor, Taxation Magazine
10:50am Strategies for IHT - new perspectives
Guy Myles - Managing Director, Octopus Investments
11:50am CGT: Changes, Impacts, Strategies
Gary Heynes - Tax Partner, Baker Tilly Tax and Advisory Services
12:30pm Estate planning - saving tax while retaining flexibility and control
Antony Kelsey - Associate Director, Isle of Man Assurance
2:10pm Off-shore planning - still alive and kicking?
Andy Lee - Director, Fortress Management
3:10pm Panel session
Leading advisers discuss where they are adding most value in managing their clients’ tax affairs, and we open the floor for delegate questions and feedback.
Panelists:
- Colin Davison – Partner, Cranleys
- Francis Klonowski – Director, Klonowski & Co
- Kim Crossley – Managing Director, Hanover Strategies Limited
- Karl Lavery – Director, Baxter Fensham
4:00pm Using the owner-managed company as a tax-efficient funding resource
Tony Granger - CFP, Mentor Professional
4:40pm Will and Trust planning for 2009/10
London - Stuart Skeffington - Partner, Stevens & Bolton
Manchester - Alexandra Pike - Solicitor, Stevens & Bolton
Advanced Tax & Estate Planning Workshop
Alison Broadberry, Private Client Partner, Speechly Bircham LLP
Please email Bronwyn Sharples at bsharples@dealersgroup.co.uk to receive the Workshop & Case Study slides
You will need the free Adobe Acrobat Reader software to view the program.