Tax Efficient Investing 2017
 
Birmingham - 31st January 2017, Forest of Arden Hotel & Country Club
Agenda:

8.50am - Registration & Breakfast

9.25am – Welcome, Dan Jones, Editor, Investment Adviser & Money Management

9.30am – Daniel Kiernan, Research Director, Intelligent Partnership

Tax Efficient Investments in 2017

10.00am – Mo Khan, Business Development Manager, Octopus

Inheritance tax planning using Business Property Relief

10.30am – James Hipkiss, Director, Oxford Capital

Tax efficient investing – context, investment strategies and case studies

10.50am – Refreshment break

11.10am – Jeremy Mindell, Director, Primondell Ltd

New UK domicile tax rules

11.40pm – Ian Robson, Senior Business Development Manager, TIME Investments

Dangers of profit retention in a business

12.00pm – Dr Paul Mattick, Head of Sales & Investor Relations, Mercia

The liquidity problem in private companies and recycling tax-efficient capital

12.15pm – Closing remarks, Dan Jones, Editor, Investment Adviser & Money Management

12.20pm – Lunch & Close (Lunch sponsored Mercia)


Venue: 

Forest of Arden Marriott Hotel & Country Club;

Maxstoke Lane, Meriden, Birmingham, England CV7 7HR United Kingdom

Complimentary on-site parking is available.