Powered by Mazars - Intermediary Technical Seminar & Networking, Cheltenham

Generate, grow and retain more client opportunities with us. Come along to our free seminar, to learn more about the issues affecting your clients. This seminar is aimed at people working in accounting practices, legal practices, finance and banking.

Amy Reynolds will update us on:

  • "Whole of life tax planning" - tax planning ideas and case law for "cradle to grave" personal tax planning
  • "Update on IR35 and Personal Service Companies" - As requested by one of our members, we will cover a brief update of the new rules around PSC and IR35.

"I go because of the quality of the presentations and to glean an understanding of how bigger practices look at things."   

"It's great to have access to people with experience and expertise that I can refer to."

Why Attend?

Generate, grow and retain more client opportunities with us
At Mazars, we recognise that independent advisors face numerous client challenges and opportunities across a wide range of specialist areas. With our long experience of working with many independent firms, we also recognise that you may not always be able to provide all of the services your clients need as they grow.

Let us help you retain your growing clients
Our experts support numerous independent firms and their clients as they grow. Working in partnership with you – by shadowing or supporting you and your firm or taking engagement with your client but guaranteeing the return of the client to you – we can support you
by providing additional services that you don’t offer, in a way that suits both you and your client.

Learn about the key “hot spots” all practitioners should know
We have developed our advisory circle seminars with the ever busier independent practitioner in mind. At a time when change means it is harder than ever to stay up to date with key client developments, our experts will provide client-relevant updates so that you spot an opportunity as it arises.

A winning partnership
You win by retaining clients who value deeply the expert support behind your independent practice. Mazars wins by providing client service to you and your client in a “no poaching” environment designed to build long term support.

When

Tuesday 20 June 2017

Times

8.00am-8.30am   Registration and full English breakfast (breakfast served at 8.10am)
8.30am-9.40am   Presentation including Q&A
9.40am-10.00am Tea & Coffee

Where

Manor By The Lake,
Hatherley Lane,
Cheltenham, GL51 6PN [MAP]

RSVP

To attend this event please regsiter online or email Lucy Smith

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