Monday, December 11, 2017

Tax Planning & Asset Preservation

Thursday 12 April 2018: 9.15am – 3.30pm
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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