Member Article

Now is the time to get your finances in order, recommends MHA Carpenter Box

Between the start of a new year and before the end of the financial year is a great time to review business and personal finances and to make plans for the year ahead. To help you along the way, MHA Carpenter Box is holding a Tax & Investment Seminar which will cover some recent changes that might affect the decisions you make. The aim is to give you some pointers whether you’re thinking about your business or your own finances.

The seminar will be held at the South Lodge Hotel near Horsham, where Stuart Noakes, Partner and Head of the Tax Services Group at MHA Carpenter Box, will give some useful tips on planning for the end of the tax year. These will include a basic tax checklist, tax relief through investment schemes such as the Enterprise Investment Scheme and thinking about Inheritance Tax planning, to minimise liability when the final curtain falls.

Roy Thompson, Departmental Director at Carpenter Box Wealth Management, will discuss wealth management strategies for you and your family, outlining the different types of opportunities available and how to make the most of pension and ISA investments.

The Sussex-based chartered accountants and chartered tax advisers are looking forward to 2018 after an exceptional year in 2017, which saw the headcount at the firm rise to almost 160.

Chris Coopey, Partner and Practice Director at the firm, commented: “We are really looking forward to this first event of the year, which has already attracted a great deal of interest from both business and personal clients. There will be something for everyone and guests will have the opportunity to raise any issues directly with the presenters and to network with other like-minded individuals in the beautiful setting of the South Lodge Hotel.”

The seminar will be held between 8am and 10am on Thursday 8th February and all attendees will receive a complimentary copy of the firm’s Year End Tax Planning Guide. For more information and to register for the event, please visit http://www.carpenterbox.com/investment-tax-seminar/

This was posted in Bdaily's Members' News section by Colin Bridgman .