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Menzies Upcoming Events

RUNNING A WELL-GOVERNED FINANCE FUNCTION – WHAT’S THE RIGHT MIX?

A well governed finance function is crucial for the success and stability of any business. Aligning the strategic objectives against risk management, compliance and efficient process can be a difficult mix to get right. A well-run finance function plays a critical role in helping businesses achieve their financial goals while safeguarding financial integrity. Our experts, alongside a couple of our FD clients, will discuss/debate a few of the most important and impactful topics around business governance.

 

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IHT PLANNING

Our expert panel will walk you through the technical detail, providing you with a pragmatic consideration of IHT planning techniques, including a case study.

This webinar will cover:

  • Valuing your assets
  • Wills
  • Gifts, exemptions and the seven year rule
  • Nil rate bands
  • Trusts
  • Family investment companies (FIC)

 

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SHOULD I STAY OR SHOULD I GO? PROS AND CONS OF LEAVING OR STAYING IN THE UK

Are you a Brit worried about a high tax environment? Non-Domiciled? Wondering should you stay in the UK or should you go?

Key takeaways of tax planning ideas:

  • Trusts
  • Exit planning
  • Tax efficient investments

 

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MENZIES WEBINAR PROPERTY MARKET UPDATE – AN EXPERT VIEW

The UK property market is responding to recent economic shifts and the impact from a number of converging geo-political and social challenges. This makes it even more important than ever to stay updated on the latest trends and insights in both residential and commercial markets and to understand the dynamic investment landscape.

 

At the event you will where you will get the latest information about what’s happening in the real estate market, with an expert view from guest speaker Tom Sharman, who heads up the Research & Strategy division for NatWest Real Estate Finance.

 

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