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IFA Leicester Branch Meeting

Date: Wednesday 6 November 2019
Time: 18:00 to 21:00
Event type: Meeting
Venue: Mattioli Woods plc, 1 New Walk Place, Leicester, Leicestershire LE1 6RU
Cost: Free

Mattioli Woods is speaking at the IFA Leicester Branch Meeting on Wednesday 6 November at our Leicester office. 

Speakers attending meeting will be from Mattioli Woods and Receipt Bank.

About the event

Receipt Bank: How to thrive in the era of automation

Automation is already a part of your clients’ lives, even if it’s not part of your practice, and it’s going to affect their expectations.

Many entrepreneurs now run their small businesses largely from their phone, working on the go, in real time, with full visibility of their affairs. Your accounting firm needs to be able to offer that same level of service. Because if you can’t, it’s never been easier to find and switch to another practice that can.

Making the most this new era requires a strong focus on process, people and position, finding clients who want to work with you in a way that benefits both of you. Find out how you can build a service that delivers long term value for your clients, your team and your practice.

About the speaker
Jarrod Tolond is an experienced cloud advisor, helping firms of all sizes implement new technology, processes and advising on digital transformation. As a Receipt Bank New Partner Consultant, his work focuses on process mapping, analysis and optimisation to increase efficiency and growth.

Receipt Bank is the world’s favourite paperless bookkeeping platform, connecting accountants, bookkeepers and small businesses. They make it simple to capture, process and share financial documents with no data entry. Their award-winning automation technology accurately processes over 7 million transactions a month for more than 7000 accounting and bookkeeping firms and hundreds of thousands of small businesses so they can work smarter and grow faster.

Mattioli Woods: Succession Planning

SIPP vs SSAS - The difference between these two pension structures and how personal and commercial clients can benefit from the bespoke investment and planning opportunities that are available.

Income Planning - How clients can look to provide themselves with several tax efficient income streams throughout their retirement by utilising a number of investment structures.

Succession Planning - Looking at ways that we can pass on wealth through the generations in the most tax efficient manner and having the ability to maintain an interest your assets.

How to book

To learn more and book your place, please click here.