Posted on 23rd January 2019
Now is the best time of the year to get your finances in order, recommend tax and wealth management experts MHA Carpenter Box ahead of upcoming seminar.
With the end of the financial year looming, now is the ideal time to review both business and personal finances to make plans for the year ahead. The volatility of the financial markets as a consequence of the uncertainty around Brexit has made it even more difficult to plan for the year ahead, which is why MHA Carpenter Box is holding an Investment and Tax Seminar to help you make the right financial decisions for both your business and your own finances.
The seminar will be held at the exclusive South Lodge Hotel near Horsham where attendees will first hear from Wealth Managers LGT Vestra, who will provide an overview of the current financial landscape and outlook for investors in 2019.
Stuart Noakes, Partner and Head of Tax Services at MHA Carpenter Box will then give some useful end of year tax planning tips including a useful tax checklist, a guide to tax relief through investment schemes such as the Enterprise Investment Scheme (EIS) and how careful Inheritance Tax planning can minimise liability when the final curtain falls.
Wealth management strategies for you and your family will also be discussed at the event by Roy Thompson, Partner and Head of MHA Carpenter Box Wealth Management. Roy will outline the different types of investment opportunities available and how to make the most of pensions, ISAs and other investments.
The Sussex-based chartered accountants and chartered tax advisers are looking forward to 2019 after a very successful 2018, which saw a record growth in new clients matched by an increase in headcount at the firm to almost 170.
Chris Coopey, Partner and Practice Director at the firm, commented: “We are really looking forward to this event. It aims to give some useful pointers as to what the markets are up to and how businesses and individuals can make the best of their hard earned wealth despite the political somersaults going on at Westminster. The event has already attracted a great deal of interest and there should be something for everyone. Attendees will have the opportunity to raise any issues directly with the presenters and to network with other like-minded individuals in the beautiful setting of the South Lodge Hotel.”
The seminar will be held between 8am and 10am on Thursday 21st February and all attendees will receive a complimentary copy of the firm’s Year End Tax Planning Guide. For more information and to register for the event, please visit http://www.carpenterbox.com/investment-tax-seminar/
"I am delighted to have a long-standing relationship with the BHBPA. Since its foundation the Association has gone from strength to strength and there is no doubt that it has brought huge benefits to its members and the business community as a whole through the partnerships it has formed with the local authorities, Sussex Police and local organisations. It is paramount that Burgess Hill businesses have an effective collective voice."
"The BHBPA is an energetic and vocal organisation that connects and empowers and informs the local business community acting as an effective conduit to local authority and other organisations. We are proud to be part of that community and the association."
"Since joining BHBPA we have found it to be a dynamic and vibrant members’ organisation, with excellent, regular and informative meetings.
Peter Liddell does a first class job in ensuring that members’ interests are aired and addressed.
"The BHBPA is the most effective and dynamic business organisation I have ever worked with in over 30 years in Local Government. It has a very active and large membership whose points of view are taken seriously by all government structures. Peter Liddell does an excellent job in providing unique and enjoyable networking opportunities where members interact and discuss points of mutual interest. It provides a forum for businesses to discuss common issues, to share experiences and to play a powerful and meaningful role in the Burgess Hill community. The BHBPA provides important and credible support for all its members and ensures that their best interests are represented where necessary. "