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Property Tax Planning
A session exploring the most tax efficient way to own property whilst avoiding hidden tax traps

Extracting Cash From Your Business
Exploring the most tax efficient ways to take profits out of your business

Reducing Inheritance Tax
Exploring options for reducing your IHT exposure without losing control of your wealth

Planning Your Retirement
A session demonstrating our cash flow modelling tool helping you understand and plan for your retirement.

Reviewing Your Pension Pot
A session showing you how different pension funds compare and options available for change

Reducing Your Tax Bill via HMRC Approved Investment Schemes
Exploring investments that offer attractive tax incentives and rebates

Economic and market update and the year ahead
As we approach Brexit, hear our insight of the current economic position and market predictions for the year ahead