At Mattioli Woods, we know how important it is – for both accountant and financial adviser – to guide clients in the management of their wealth so they can achieve the best outcomes for their personal circumstances and life stage.
Therefore, we are delighted to invite you one of our complimentary workshops, where – together – we will explore just how you can do this. In what promises to be an engaging and interactive workshop, there will be discussion, questions and networking time with our consultants.
Each workshop will start with an outline of how Mattioli Woods sits within the financial sector, discussing the products and expertise we offer, and our interpretation of what the financial markets are doing. After that, we’ll discuss topics we know are of key interest to your clients, such as:
- intelligent pension planning: pensions are not only the most tax-efficient method of saving for retirement, but can also provide significant options to business owners and entrepreneurial individuals during their working
- using wealth wisely: while there are a range of saving and investment vehicles that can provide income in retirement, the best strategies will combine these intelligently and allow for plans to change as life inevitably does
- passing on wealth: with tax receipts for HMRC from inheritance tax steadily increasing, we look at a range of planning options to reduce the impact of IHT and ensure wealth passes to the right people at the right time
As one of the UK’s leading providers of wealth management and employee benefit services, Mattioli Woods’ consultancy team offers an enviable level of knowledge and expertise. These workshops are therefore a fantastic opportunity for you to tap into this resource, and, fantastically for us, we get to learn from you, too.
We have run workshops for accountants for many years, and places book up fast – therefore, please ensure you book your place today for one of the locations listed below.
Complimentary refreshments and a buffet lunch will be provided, and all sessions run from 9am until 1pm.
We look forward to seeing you there!Our dates and locations:London – Wednesday 28 November
Location: BMA House
, Tavistock Square, London,
How to book
If you would like to attend, please book online by clicking here, by filling in the form to the right, or by emailing Jenna Everard on firstname.lastname@example.org.