Bowood House, Derry Hill, Calne, Wiltshire SN11 0LZ
Prices: £45 inc VAT CLA members (additional family members FOC), non-members £55; students and YFC members £5
Supported by: Quilter Cheviot, Old Mutual Wealth and Hazlewoods
Our annual finance seminar will be held at the magnificent Bowood House, home of the Marquis and Marchioness of Lansdowne.
In this seminar we will examine the threats and opportunities – too often assets are lost through lack of appropriate action or inertia. 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. After the seminar we will have a two course lunch followed by a tour of the house and gardens.
This seminar will cover:
• The latest ideas on minimising inheritance tax
• Planning for succession – what to consider
• Agricultural and Property Reliefs – an update
• Tax efficient trading structures
• Effective management of pensions and investments
• Foreign exchange risk management
• Investing in fine art
Speakers will be:
• Quilter Cheviot
• Old Mutual Wealth
• Lawyer
• Nicholas Smail, Hazlewoods
• Will Richards, Dreweatts & Bloomsbury Auctions
• Russell Gous & Alistair Hutson, CLA Foreign Exchange (World First)
Bowood House, sits within 100 acres of beautifully landscaped ‘Capability’ Brown Parkland and has been home to the Lansdowne family since the 1st Earl of Shelburne purchased it in 1754.
The 9th Marquis, then Lord Shelburne, took over management of Bowood in 1972. He opened the house and grounds to the public in 1975. Today over half of the house is open to visitors, with the family living in the remainder. We will visit the Orangery, chapel, laboratory, library, sculpture gallery and exhibition room where there will be an exhibition with memorabilia commemorating 1918 – 2018. Bowood’s Estate Manager will also be on hand to answer questions about the estate.
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