The team at Gresham are pleased to announce our next masterclass event, to be held at our office in the centre of Hale. Taking place on Wednesday 21st October, the session will be the latest of a series of events held throughout the year, aimed at providing key updates on financial planning matters to fellow professionals.
Following on from recently announced changes to allowances, the October seminar will focus on inheritance tax.
We are delighted to welcome Chris Hutchinson, Senior Fund Manager at Unicorn Asset Management, and Steve Sayer, Senior Wealth Planner from Lombard International Assurance, who will take us through everything we need to know about this highly complex area.
Covering business property relief and off-shore tax planning, accountants and solicitors alike will benefit from the event; being able to take away key information to pass on to clients.
Morning and Lunchtime Sessions
Due to popular demand, two sessions will be run during the day – one in the morning over breakfast and the other at lunchtime.
Arrival and breakfast – 8:00am
Start time – 8:30am
Finish – 10:00am
Arrival and lunch – 12:00pm
Start time – 12:30pm
Finish – 2:00pm
Comments from attendees at previous Masterclass events include:
“Would be an excellent talk for selected clients”, “really interesting and informative” and “a very interesting presentation”.
All attendees will be able to claim 1.5 CPD points from the event.
Book Your Place
For more information or to reserve your place, please contact us. Space is limited and these are always popular events so please do get in touch, letting us know your preferred session slot, to secure your spot.