Confused? .......  Paying too much tax?........or not sure?.......

To help you get to grips with your finances in the new era of austerity, Concept Financial Planning and Vista Partners LLP will be holding a seminar at Dunottar School in Reigate Surrey on 12th August 2010

Seminar Content

During the seminar we will guide you through a host of ways to save tax and make the most of your financial resources.  This will include;

• Tax planning for start ups
• Tax efficient investments
• Remuneration and benefit packages
• Ways to invest in property
• Funding your retirement
• Tax efficient ways to fund your business growth
• Tax efficient ways to meet education costs
• Succession planning
• Inheritance tax mitigation

Who should attend on the 12th August?

Anyone wanting to reduce the burden of the following taxes. 

• Income Tax
• Capital Gains Tax
• Inheritance Tax
• Corporation Tax
• Value Added Tax - VAT
• National Insurance

During the course of 90 minutes we will provide you with a wealth of information to help you get your business and personal finances on track enabling you to save money in this new era.

There will be plenty of opportunities to ask questions - David and Charlie will not leave until all of your questions are answered !

Speakers

David Anderson - Concept Financial Planning

David has been advising private clients and businesses for the last 10 years, on all aspects of tax.  David is one of the few Chartered Financial Planners in the country and a member of The Personal Finance Society.  David is also the author of the published book -  'Inheritance Tax Principles and Solutions'. 

Charles Owen - Vista Partners LLP

Charlie is a qualified Chartered Accountant and Chartered Tax Adviser who has considerable experience in advising both businesses and individuals on a wide range of tax planning issues. Previously, he has worked for a big four practice as well as a smaller regional firm.

Venue

Dunottar School comprises a number of period buildings including a neo-Palladian mansion all of which are set amongst a beautiful woodland setting.  Dunottar was founded in 1926 by Mrs Jessie Elliot-Pyle to provide a high quality independent education for girls and continues to deliver consistantly high standards of education.    

 Cost

Over the course of the next few months we will be running a number of seminars - normal ticket price will be charged at £35. 

However, for our first seminar we are offering this at our expense - FREE

We anticipate a great demand for this so don't delay and book today ! - Reserve your place online and put the date in your diary.

How will I benefit?

Attendees will come away  information to help then save tax and increase wealth.  As well as the latest electronic versions of -

'Inheritance Tax Principals and Solutions' by David Anderson

Top Tax Tips Booklet by Vista Partners and Concept Financial Planning

Put simply, attendance will save you money ! 

Vista Partners LLP

Vista Partners LLP has been providing accountancy and tax services to the local community for over 100 years.  The firm has drawn its partners and senior management from the larger national accountancy firms, giving it the skills and expertise required to help businesses succeed.  Vista tax consultancy services are a particular strength.

Concept Financial Planning boasts a professional, highly qualified and talented team whose sole objective is to deliver to our clients, the highest quality professional financial planning services. 

Our advisers have achieved either Chartered or Certified Financial Planner status putting them among the best qualified advisers in the country.  We specialise in advising clients on retirement planning and tax mitigation.