This event was arranged as part of Anstee & Co.’s commitment to supporting local solicitors with their professional development.
The following presentation were given to a room of over twenty local solicitor after a lunch. The event was held at Harrowden Hall, Great Harrowden, Northamptonshire.
Viv Williams from SIFA 360. Presented on-
“The Future of Solicitor Law Firms”
Viv Williams is a leading consultant to law firms on the topics of strategy, management, practice, development and marketing.
He is involved with several businesses serving the legal profession including SIFA 360,which provides a specialist financials services solution. Also a Director of Ampersand which provides merger and acquisition solutions for the legal profession.
His presentation coved how he saw the legal market develop for solicitor firms over the next few years.
Mike Currie from Foresight Group. Presented on-
“Business Property Relief – A Practical Guide to a 40 Year Old Tax Break.”
Mike joined Foresight Group in 2016. After six years as principal Sales Manager for two alternative investment based tax-efficient product providers. At Foresight Mike leads the Retail Sales team. Since his arrival the Group has broadened its focus to become a leading independent infrastructure and Private Equity investment manager. While Assets Under Management have grown from £90 million to more than £1.8 billion.
Mike highlighted how for the right client, Business Property Relief needs to be considered. Investments that qualify for Business Property Relief can remain owned by the investor at all times. Therefore investors do not have to give up access to, or ownership of, their assets during their lifetime.
Caroline Anstee from Anstee & Co. Presented on-
“Two Case Studies.”
Caroline closed the event off by talking through two recent case studies. Looking at how the learning’s, from this event could be put into action for the benefit of the client in a practical way.
Caroline Anstee, owner of Anstee & Co said-
“I feel that it’s important that these events should not just be informative but also relevant to day to day situations. Both, Viv and Mike are experts in their field but were able to communicated practical tax effective solutions for our clients.”
This event is part of an on going educational programme. To be included in the next event or for more information about the day you can email firstname.lastname@example.org
How Anstee & Co can help you.
We have offices in Kettering, Stamford and London. We made use of meeting rooms in Towcester, Northampton, Wellingborough and Bedford. Our financial advisers give financial advice in Warwickshire, Bedfordshire, Northamptonshire and Lincolnshire.