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EVENTS | 2012 | Intelligent pension planning: Nottingham / Derby
Intelligent pension planning Nottingham Derby

Intelligent pension planning: winning solutions for your clients

Date: 8 November 2012
Event type: Accountancy seminar
Venue: Cathedral Quarter Hotel
Time: 9.30 am - 12.30 pm
Cost: Free

This autumn we will be focusing our seminar season on delivering key information and advice regarding the relevant economic and investment issues, which will be affecting your clients’ future savings. We will provide an incisive update into the latest changes in pension legislation and demonstrate that there are many opportunities available within the pensions arena and that now more than ever is the time to develop an intelligent pension strategy.

Workshop summary

1. ‘It’s the economy stupid!’ – as Bill Clinton said. An incisive economic review and the impact of economic uncertainty on asset classes – pension and personal.

2. Pension update – pensions potential – protected rights changes, automatic enrolment deadlines, flexible drawdown and international pensions.

3. Self-investment – helping clients/businesses – exploring connected transactions including unquoted shares, loans, goodwill and property.

4. Inheritance planning – the use of trusts, offshore bonds and trustee services, and integrating IHT mitigation with wealth management.

The seminar will finish at around 12.15 pm where there will be a buffet lunch provided and the opportunity to ask the speakers any questions you may have.

For more information, or to secure your place, please contact Dawn Carter on 0116 240 8700 or email dawn.carter@mattioli-woods.com. Alternatively, please fill out our online booking form and BOOK NOW!


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