Progeny Wealth announce their Spring and Summer seminar programme covering a wide range of topics from pension reforms & auto-enrolment, to buy-to-let property portfolios and business succession planning.
These morning seminars, presented by James Honeyman and Andrew Troke, will be held throughout the year at The Clubhouse and Maple Leaf Club.
Demystifying Pension Reforms
12th May
In recent years we have seen significant change to the Pensions landscape. And with the introduction of the Lifetime ISA in the Chancellor’s last budget, this could be a sign that further change is on the horizon.
It is more important than ever for both Individuals and Business Owners to ensure they are maximising the benefits and navigating potential pitfalls. As such in this seminar we will take you through:
- Pension Freedoms Reforms
- Auto-Enrolment
- Changes to Life Time Allowance
- Tapering of Annual Allowance
- The Lifetime ISA
SME Auto Enrolment
18th May
The seminar will address some of the key legislative issues around the new workplace pension’s regulations, otherwise known as Auto Enrolment.
This event is specifically aimed at small to medium sized businesses who have yet to establish a compliant pension scheme. Our technical team will be on hand to take you through the legal requirements, employer’s responsibilities and the options open to you, answering any questions you may have along the way.
Building the right structure for your buy to let portfolio
21st July
Recently there have been various changes to the tax regime around residential buy to let investment, including:
- The 3% increase in additional stamp duty to be paid on purchases,
- The loss of mortgage interest rate relief, being tapered from April 2017 and
- The retention of the higher capital gains tax bands when being applied to residential property sale.
What is now the best structure to hold your residential property portfolio in? We will discuss the advantages and disadvantage of potential solutions to these problems.
An Eye on the Exit – What you can do today to maximise your Business’s future value?
22nd September and 6th October
Whether your business is the culmination your life’s work, or the stepping stone to your next objective. More often than not the value offered for your business can be less than many owners believe it should be, and ultimately the value realised can be far less than the offer.
Maximising the value of your business for sale is a process which needs to be planned in advance of the event, and often years prior to exit. To ensure your business passes through a robust due diligence process with a valuation intact, it is essential to consider:
- Your finance is structured to the businesses best advantage
- If key assets and people are appropriately insured, and
- If they are motivated to maintain the inherent value they bring to the enterprise.
In this Seminar we will discuss some of the measures you can take to protect the long-term value of your business.
