event

Succession Planning Seminar with Chartered Accountants, MHA MacIntyre Hudson
Dates(s) - 30/10/2019 - 30/10/2019 08:00 - 09:30
MHA MacIntyre Hudson, 1 The Forum, Minerva Business Park, Lynchwood, Peterborough, PE2 6FT

Looking to retire or to take over a business? What do you need to know? How might this affect you?

We will look at the issues arising from a tax & investment perspective for those who are leaving, remaining or joining the business

One Page Plans (OPP)
This practical business tool will be a great way to help you to develop and record your plans when either entering or exiting a business. Mandy Mackinnon, our Business Strategy Manager, will briefly explore how the OPP works and how you can use it in this situation, and others, to plan, monitor and measure to enhance your performance.
 

Our speakers 

Francis Hudson, Tax Director 
Francis joined MHA MacIntyre Hudson as Tax Director in June 2018 bringing with him over 20 years of knowledge and experience of advising clients on a wide range of UK tax matters.

Having graduated from Cambridge University, Francis qualified at a Berkshire based firm before gaining experience at top six accountancy firms. His clients have varied in size from sole traders up to global corporations, with a special interest in corporate transactions and property matters. He uses his knowledge as both a Chartered Accountant and Chartered Tax Adviser to give his clients clear advice that meets their needs

Tracey Mason, Independent Financial Adviser (IFA)
Tracey has been working as an adviser in financial services for 32 years, and currently looks after clients at the Peterborough office of MHA MacIntyre Hudson. She advises on general wealth management, and in particular pensions, IHT planning and VCT/EIS work.

Throughout her career, Tracey has worked alongside various Accountancy firms and now has a large portfolio of clients.

Agenda

08:00 - 08:30: Registration & Breakfast

08:30 - 09:30: Presentation 

09:30 - Onwards: Q&A and Networking
 

Registration 

This seminar is complimentary. However, places are limited so please book early to avoid disappointment. To reserve your place(s) please email Sarah Flood or register here