Milton Abbey School, Blandford Forum, Dorset DT11 0BZ
Price: £35 CLA member; £45 non-member
Supported by: RSM Tenon, Clarke Willmott & Brewin Dolphin
Issues and solutions relating to rural wealth management have become increasingly complex creating a greater demand for joined-up professional advice.
Our Tax Planning and Asset preservation seminar will examine the threats and opportunities as well as giving an overview of what the CLA is doing for its members through the work of the national taxation committee.
Too often assets are lost through lack of appropriate action or inertia and our team of experts will look at opportunities to minimise tax liability, at the global investment market, inheritance and succession issues and at foreign exchange risk management.
The morning will conclude with an update on the fine art and auction markets.
Speakers will include:
• Representatives from the CLA and from the supporting firms
The seminar will examine:
• The latest ideas on minimising inheritance tax
• Planning for succession – what to consider
• Agricultural & Property Reliefs – an update
• How to hedge the single farm payment
• Tax efficient trading structures
• Effective management of pensions and investments
• Investing in fine art
In the afternoon, following a two course lunch, delegates will have an opportunity to look at the grounds and buildings of Milton Abbey and the School – which last year celebrated its 60th anniversary. The Abbey is the dominant feature of the school buildings. Described by the Bishop of Salisbury as ‘the most beautiful Church in Wessex it often features in the top 100 ecclesiastical buildings in Britain.
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