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Events

Come and see us at one of our nationwide events

Accountants' Spring 2018 Workshop: Prepare for the Unexpected - Oxford

Date: Thursday 7 June 2018
Venue: Oxford Thames Hotel, OX4 4GX
Time: 9:00am - 1:00pm
Cost: FREE


PREPARE FOR THE UNEXPECTED...


Mattioli Woods is pleased to invite you to a complimentary workshop designed specifically for accountants.

Refreshments and a buffet lunch will be provided.


WORKSHOP OVERVIEW


  • How effective wealth planning can protect from the unexpected
  • The importance of tax-efficient income strategies in retirement
  • Understanding the options for clients with final salary (defined benefit) pension schemes
  • Succession and IHT planning: adapting to changing priorities in later life
  • Case study scenarios to help better understand planning opportunities for your clients
  • A brief topical update on recent legislation changes

HOW TO BOOK

If you would like to attend the event, register for free by filling out the form to the right, or by clicking here. Alternatively, please email Jordan Storey-Knott with your details to events@mattioliwoods.com.