Medical Seminar: Making the most of your assets

Date:
September 20, 2017
Time:
12:00 pm - 2:00 pm
Location:
The Duchess of Cornwall

Join us for a free lunchtime seminar co-hosted by Lloyds Bank and Albert Goodman.

KEEPING PARTNERSHIP AGREEMENTS AND PROPERTY DEEDS UP-TO-DATE
Sarah Young, Associate, Porter Dodson Solicitors and Advisors
Sarah acts for medical practices throughout Somerset and West Dorset. She prepares and advises upon the key terms to be incorporated into the partnership deed, documenting how the surgery is to be managed and providing protection for the business. Sarah also advises practices facing succession issues and the options available to them.

TOPICAL ISSUES AROUND DOCTORS PENSIONS
ILCHESTER: Claire Musson, Financial Planning Consultant, Albert Goodman
Claire specialises in providing advice on complex pension issues, including final salary schemes and retirement planning. She advises clients on making savings into pensions and maximising tax relief, as well as highlighting individual pension benefits using the new pension freedoms.

POUNDBURY: Steve Workman, Financial Planning Consultant, Albert Goodman
Steve has over 20 years’ experience in the offshore and onshore market. His areas of specialty include, pensions, investments and business/personal protection.

CAPITAL TAX ISSUES ON PROPERTY OWNED BY MEDICAL PRACTICES
Elaine Grosse, Tax Manager, Albert Goodman
Elaine, the newest addition to the Albert Goodman tax team, will share her tax knowledge regarding capital allowances and commercial property. Get ready for tax relief….

MANAGING INTEREST RATE RISK
Graeme Batstone, Financial Risk Manager, SME Financial Markets, Lloyds Bank
Graeme delivers risk management solutions (interest rates, foreign exchange/trade, deposits and commodities) to a wide range of clients within the healthcare sector in a simple format.

Experts from the 3 host firms will guide you through topical issues and best practice in a number of areas, ensuring you maximise your time out of the office.

To book your pLace, please contact paula.whitehead@porterdodson.co.uk or 01823 625826.

 

 

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