HSJ Accountants - "Investing to Maximise Tax Advantages Seminar 1"

Hosted by: HSJ Asset Management in conjunction with

 Dominique Butters from Octopus.

"Dominique has worked in financial services for over 20yrs.  She started her career in Lloyds Bank as a management trainee and became an adviser 3yrs later.  She then moved to Towry Law to specialise in Inheritance Tax Planning, again as an adviser.  From there, she spent 5yrs with Clerical Medical as part of the IHT and offshore specialist team.  The last 3.5yrs has been with Octopus investments specialising in Tax and Trust planning.  She holds the Diploma in Financial Services and is currently studying for her STEP qualification."

We just wanted to inform you that we will be hosting a series of Seminars next month following the success of those we held in the previous tax year - where we managed to help one particular client make an income tax saving of £45,000.

The seminar will last approximately one hour and will highlight two tax incentivised plans which are HMRC approved.  The plans look to provide clients with (depending on individual circumstances):

• Income Tax relief and/or
• Capital Gains Tax benefits and/or
• Inheritance Tax benefits

It is possible, through these plans, to claim back up to £260K of Income Tax that you have paid!

The Directors will be available to answer any tax questions you have and our own Independent Financial Planners will also be present for advice.

Due to very positive feedback from previous delegates who found the last seminar beneficial and the information provided useful, we believe more people should benefit from these opportunities.

As spaces are limited please would you telephone or email Laura Stacey as soon as possible to book yourself and if you are bringing a guest/friend into either of the seminars.

We look forward to hearing from you.

Telephone: 0845 365 1000

Email: laura.stacey@hsjam.uk.com