We're currently a few dates into a 'UK tour' providing free to attend seminars aimed at accountants.
As we deal mainly with owner-managers and professionals they are aimed at accountants dealing with this type of client and cover areas such as;
-Using pension savings to finance business (loans, equity/IP purchase, property etc)
-NEST
-Succession planning - getting good value from pension savings for clients and their beneficiaries
-Techical update - run through changes to legislation, recently changes to lifetime allowance, annual allowance, drawdown rules etc. Focus on identifying clients affected and minimising impact or maximising opportunity
Two questions for everyone;
1) What kind of topics would be useful to cover, what kind of problems do you have in this area, what questions from clients?
2) Would it be apprpriate to put these events on Accountingweb and if so, where? The events are free and can count towards CPD so I would see them as an opportunity/benefit.
All feedback appreciated and if anyone wants more info let me know, we have the following dates to come;
London 20th October
Leicester 25th October
Bristol 1st November
Exeter 3rd November
Guildford 8th November
Essex (Rivenhall) 10th November
Sheffield 15th November
Brighton 17th November
Milton Keynes 22nd November
Nottingham 24th November
Liverpool 29th November
Cambridge 1st December
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Could this be an Advert? Surely not!
I am personally seeking a wealthy widower. That is my retirement scheme in a nutshell.