Category Archives: Events

Let’s Talk About Tax…First Masterclass Topic for 2018 Announced


When it comes to pensions and investments, the rules surrounding taxation are particularly complex. Due to the ever-changing investment landscape, investors need to be aware of the differences when accumulating and decumulating wealth to provide for their retirement. In particular, the order in which wealth can be accumulated and decumulated within different tax wrappers can result in significantly different tax outcomes. Failure to plan correctly could leave investors with a far bigger tax bill than necessary.

To help explain the complex rules around taxation and investments, we’ll be joined by John Makin, Senior technical manager at Standard Life. John’s presentation, entitled: ‘Minimising Tax and Maximising Income’, will look at the optimal route to follow when in the ‘accumulation’ phase and the ways tax liability can be reduced when drawing down from investments. John will also cover the areas that frequently catch investors out, looking at how effective planning can help to make the most from an investment portfolio whilst minimising overall tax liability.

Event Details

Our first Masterclass of the year will take place on 21st February. There will be two events during the day – a breakfast session starting at 8am and a lunchtime session starting at 12 noon.

‘Minimising Tax and Maximising Income’ will be held at Gresham Wealth Management’s offices on Cecil Road, Hale, Altrincham.

To find out more and reserve your place for you or your colleagues, please click here.

About Gresham’s Masterclass Events

Our Masterclass events are designed to inform and educate those in the professional services industry about the different areas of financial planning. Particularly aimed at solicitors and accountants, we help you to be better informed so you can service your own clients from a position of knowledge.

As Gresham is a CPD accredited organisation, all attendees to our Masterclass events can claim CPD points (1.5 per Masterclass).




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Gresham to Speak at Forthcoming Chamber Event

Becky Sugden, IFA Manchester

Gresham Wealth Management has been announced as the headline speaker at the first Altrincham and Sale Chamber event of 2017.  The seminar, which will form part of the ‘Breakfast Matters’ event on 12th January, will be delivered by Becky Sugden, Chartered Financial Adviser. During the session, Becky will take the opportunity of the dawning of a new year to look at financial planning strategies to set you off on the right foot for the year ahead.

The session will give a useful overview of steps that can be taken in the short, medium and long term and will also provide attendees with five financial planning considerations to take away and potentially take action on.

Becky commented:

“The start of a New Year is the ideal time to reflect and make plans for the year ahead. Just as we make resolutions for other aspects of our life, so too should we make plans for our future finances. It is important to recognise that even small changes can cumulatively make a big difference – everyone has to start somewhere.

“With so much volatility and change recently in the political and economic spheres, now is a particularly good time to take a fresh look at the best approach for you and your money.”

The event takes place on Thursday 12th January at the Cresta Court hotel in Altrincham, starting at 8:30am and running until 10:00am.

As the first Altrincham and Sale Chamber event of 2017, the session, which also includes networking and breakfast rolls, is expected to have a strong turnout. The monthly Breakfast Matters events are always well attended by business owners and professionals from the local area, regularly achieving attendance levels of over 60 people. For further information and to book your place, visit the Chamber website



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New Masterclass Announced: More Changes Ahead for UK Resident Non Domiciled Clients

Gresham Masterclass

We are delighted to announce that a date and topic have been set for the next in our series of Professional Masterclass events. To be held on Wednesday 19th October, the title for the session will be “More Changes Ahead for your UK Resident Non Domiciled clients”.

To guide us through this topic, we’re delighted to be joined by Steve Sayer, Senior Wealth Planner from Lombard International Assurance. Steve will update us on the changes surrounding UK Resident Non Domiciled individuals (UK RND’s) announced in the July 2015 and March 2016 UK Budgets and the impact of the changes on clients who fall in this category, in particular in relation to their existing planning.

The presentation will also cover:

– Uncertainties for UK RND clients with Trusts
– Planning ahead – what can still be done in terms of planning
– Simplified planning using insurance (incl.US/UK)
– How policies can be structured like a Trust

CPD Points

We hope you will be able to join us for what is set to be a fascinating presentation. Accountants and solicitors alike will benefit from attending; gaining a valuable insight for themselves and their clients.

As Gresham is a CPD accredited organisation, all professionals in attendance will qualify for 1.5 CPD points. For further information about other Masterclasses we have held and to view feedback from previous attendees, please see our recent article.

This will be our final masterclass event for 2016 so should you wish to attend, we advise that you let us know as soon as possible.

Event Timings

Due to oversubscription at previous events, we will be running two sessions during the day – one in the morning over breakfast and the other at lunchtime.

Morning Session:

Arrival and breakfast – 8:00am
Start time – 8:30am
Finish – 10:00am

Lunchtime Session:
Arrival and lunch – 12:00pm
Start time – 12:30pm
Finish – 2:00pm


We have already had a number or pre-registrations for this event and anticipate that demand will be high. As places are limited, we would advise getting in touch with us early in order to secure your place.

For more information or to book on to either the morning or afternoon session, please contact us.


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Five Reasons to Attend our Professional Masterclass


Over the past 18 months, Gresham has held a series of Masterclass events aimed at educating fellow professionals across a number of topics related to investment and the financial services industry. The seminars have attracted a great deal of interest and so far we have welcomed over 100 professionals from across the North West through our doors.

Having reached this milestone and with the next event on 19th October approaching fast, we thought we would take a look back over the masterclasses held to date and provide five reasons why professionals should consider attending future events.


The original purpose of launching our masterclasses was to give solicitors, accountants and tax advisers a greater insight into the often perplexing world of financial services. The format of the events was developed to educate those in the professional community, broadening their horizons as to the factors influencing financial planning and investments. In turn, we hope this will provide information to take forward in their everyday dealings with clients and potentially use to benefit their own circumstances. With this in mind, we have covered a variety of topics, mixing them up throughout the year. Previous sessions have covered as diverse a range of topics as pensions, inheritance tax, oil prices and Brexit.

Gain valuable insights from industry experts

For each session, we bring in an external speaker to present, providing an excellent opportunity to gain insight directly from experts in their field. Topics are chosen based on requests from attendees and a relevant and engaging speaker is secured thereafter. Past speakers have included leading individuals from the following organisations: Jupiter Asset Management, Standard Life, JP Morgan, Unicorn Asset Management and Lombard International Assurance.

Earn CPD points

CPD is a necessary evil for many professionals. So why not earn points whilst doing something valuable with your time? With each of our sessions counting for 1.5 CPD points, you can gain 4.5 points from attending our three masterclasses held throughout the year. What’s more, the sessions are free to attend, so the only investment needed is your time.

Network with fellow professionals

With up to 20 people at each event, we get a nice mix of professionals from near and far attending the sessions. The numbers are deliberately capped at this size in order to promote discussion and interaction throughout the event. To make the networking time even more appealing, we even feed you! Depending on the session you attend, you’ll get a catered breakfast or lunch, including healthy options for those of us watching the waistline!

Choose the time slot to suit you

Due to the ever increasing popularity of our masterclass events, we now offer two slots from which attendees can choose. For the early birds, we have a breakfast session which starts at 8am or alternatively, there’s a lunchtime slot starting at 12 noon. From start to finish the events only last 2 hours, so you can be away and back to your desk within no time!

Don’t just take our word for it…

We’ve received some excellent feedback from our previous sessions. Past comments from attendees have included: “great presentation, very relevant”, “very engaging and informative”, “extremely strong presenter, remarkably insightful and well delivered” and “excellent, just perfect”.

For more information about the next Gresham Masterclass, to be held on 19th October 2016, or to get your name added to our database for information about future events, please contact us here.



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Thinking of Selling Your Business? Free Breakfast Event in Manchester City Centre

Time to sell your business? Free event

In association with Davis Blank Furniss Solicitors and Kay Johnson Gee Accountants, Gresham Wealth Management is hosting a seminar that will help business owners prepare for an eventual sale of their company. The free-to-attend breakfast event will take place on Thursday 30th June in Manchester City Centre.

Tackling the legal, accounting and financial planning aspects of a business sale, the event will appeal to business owners no matter what stage they are at in the process. Whether planning to sell in the next three to five years, or simply considering options for the future, the morning’s session will arm attendees with invaluable information.

Topics and speakers

Becky Sugden – chartered financial adviser at Gresham Wealth Management. Becky’s presentation will help to demonstrate the options available to business owners throughout the stages of running a business and at the point of business sale. Using real-life examples, she will discuss saving and funding a retirement pot; how to deliver an income once retired and how to take advantage of the new rules under ‘pension freedom’.

Steven Lindsay – corporate finance partner at Kay Johnson Gee – will cover a number of corporate finance related topics including; maintainable profit, the importance of key management, buyers, business value, tax planning & timing.

Sonio Singh – partner in DBF’s Corporate team – will then take to the floor to tackle the key legal issues faced by business owners at the point of sale. He will discuss share & asset sales, confidentiality agreements & heads of terms, due diligence and warranties.

Book your place

Date: Thursday 30th June 2016
Start time: 8:30 am registration and breakfast for a 9:00 am start.
Event close: 11:00 am
Venue: The Living Room, Deansgate, Manchester

The event is free and breakfast will be provided. For more information, please get in touch with the Gresham team. To reserve your place, please enter your details via the following link.

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  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Keyman Protection

    The death or prolonged illness of a key employee can put your business under financial strain. Keyman insurance compensates a business for the financial loss brought about by death or long term illness of a key employee.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

  • Ask the Experts…


  • Client Testimonials

    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    Just a big thank you for all you have done for our family. We do appreciate it.
    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    Thank you so much again for your time and brilliant advice.
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    0161 973 9150

    0161 941 6591

    Cecil Court,
    28-36 Cecil Road,
    WA15 9PB

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