It’s not what you gain, it’s what you keep
Realising a capital gain in any form is a happy occasion, right? This session will take a look at some of the measures advisers can take with clients when planning capital gains arising from a disposal of a buy to let property. We will then have a look at some other case studies where the client may benefit from some tax mitigation planning. Lastly, we will cover off the landscape of EIS companies following the effects of Covid, Demonstrating that not all EIS companies are “start-ups”.
Thu 09 Jul 12:30 pm – 1:30 pm
Investment bond taxation: top-slicing relief
This presentation will explain the top-slicing relief calculation using a step-by-step process.
Fri 05 Jun – Fri 03 Jul
Barry Foster, BMO Global Asset Management
Directors and officers insurance in a plain English nutshell - Session 2
This is a repeat of Alan Chandler's session on 1 June which briefly explains the history and how the D&O market place is changing, including the fact that many more directors are being sued individually and also the fact that the amount of HSE prosecutions have trebled against individual directors since 2015.
Thu 04 Jun 3:30 pm – 4:30 pm
WEBINAR - Lessons from an Olympian on Maintaining Performance Through Adversity
Join us on Wednesday 3rd June at 12pm for an interactive webinar with Ben Hunt-Davis MBE of Will It Make The Boat Go Faster? For the 1 hour webinar focused on practical tips and advice from an Olympian on how to build a performance mindset through adversity.
Wed 03 Jun 12:00 pm – 1:00 pm
NORFOLK PFS WEBINAR - Covid-19 crisis and the shape of recovery
Join Brewin Dolphin’s Guy Foster, Head of Research and Aiden Watts, Divisional Director for this intriguing overview of the markets since the beginning of the covid-19 crisis.
Tue 02 Jun 11:00 am – 11:30 am
Guy Foster, Brewin Dolphin
Directors and officers insurance in a plain English nutshell
This session will briefly explain the history and how the D&O market place is changing, including the fact that many more directors are being sued individually and also the fact that the amount of HSE prosecutions have trebled against individual directors since 2015
Mon 01 Jun 1:00 pm – 2:00 pm
Extending the Senior Managers & Certification Regime to all FCA Firms
Significant changes came into effect from 9 December 2019. This meant key changes to the leadership team and for the first time ever, conduct rules applying to ALL staff a year later – are you sure that the changes you made are in line with what is required?
Tue 26 May 1:00 pm – 2:00 pm
Branko Bjelobaba FCII,