Who Is In Your Corner?

Places are limited - book now to avoid disappointment.

Rachael Armstrong, Richard Phillips and Jennifer Morries of VWV, will be providing advice for business owners, as well as discussing what needs to be considered when thinking about succession and tax planning.

You will also hear from Ross Coombes, Financial Planning Director of Investec Wealth & Investment, who will deliver potential solutions covering keyperson and shareholder protection, including cross option agreements. Ross will also provide insight on how Business Property Relief (BPR) solutions can provide valuable, immediate inheritance tax relief if reinvested within a 3 year period.

Speakers:

Rachael Armstrong and Jennifer Morries work in the Birmingham office of VWV. Rachael has 12 years of experience and Jennifer has 10 years of experience of advising on Private Client matters, including the preparation of wills, tax and succession planning, administration of estates, trusts and Powers of Attorney. Rachael and Jennifer work closely with clients and their trusted advisors to ensure the client’s personal circumstances and business assests are considered and protected.

With 25 years acting for a range of businesses from startup and owner managed entities through to significant SMEs and listed companies, Richard Phillips has developed a broad understanding of commercial issues, enabling him to provide proactive and practical commercial advice to his clients. He has been advising a number of senior decision making clients over many years and enjoys the strong 'trusted advisor' relationships that he has developed.

Ross Coombes, Financial Planning Director of Investec Wealth & Investment, specialises in providing comprehensive independent financial planning advice to a wide range of private clients. His areas of expertise include retirement planning, tax efficient investing and inheritance tax planning strategies, working closely with legal and tax professionals as necessary.

Timings:

5.30pm - registration & refreshments
6.00pm - session begins achel Armstrong & Jennifer Morries
7.00pm - drinks & canapés
8.00pm - close

For further information, please contact our Events team.