Marlow Professionals Club
The Marlow Professionals Club
Meeting: Thursday 19th July 2018 from: 7.30am - 9.30am
Venue: Sonning Room, Bisham Abbey National Sports Centre,
Bisham Village, Marlow Road, Bisham, Marlow SL7 1RR
Rosie Forsyth - Wilkins & Co: Practical Tips to help you save tax in 18/19
Lucy Wood - BP Collins LLP: Common misconceptions about planning for your future
The Professionals Club has a focus of bringing local professional people together from all industry sectors. The meeting will help to support local business collaboration and gain answers to your business questions, whilst increasing business networks.
Lorraine Sellwood, Senior Wealth Management Consultant of Eight Wealth Management and Lucy Wood of BP Collins Solicitors established the Professionals Club. Given their professional background as a Financial Advisor and an Estate Planning Solicitor, they aim to support the attendees of this group with their knowledge and expertise in these areas.
This will be an OPEN meeting to all.
- Open networking
- Welcome and Vision for the Gold Club
- 10 minute speaker
- Relevant industry news
- 60 seconds
- Ask the expert – Q and A
- Meeting close – local event promotion
Speaker: Rosie Forsyth - Wilkins & Co:
Presentation topic: Practical Tips to help you save tax in 18/19
Rosie will run through some of the tax changes this year and how they will affect you and your business, and provide practical tips to help you plan to minimise your liability.
Rosie Forsyth is a Chartered Accountant and runs her practice, Wilkins & Co, from Bourne End.
Rosie specialises in dealing with local businesses. She offers business owners and individuals a calm, friendly approach to remove the stress and worry that accounts and tax can often bring.
Rosie deals with all aspects of accountancy and tax and produces regular blogs providing useful tips and updates throughout the year.
Speaker: Lucy Wood - BP Collins LLP
Presentation topic: Common misconceptions about planning for your future
Lucy will run through some of the most common misconceptions people have in relation to their estate planning including inheritance tax, how their estate will be divided and who will look after them or their business if they are unable to do so themselves.
Lucy is a private client solicitor at B P Collins LLP, she is a member of the Society of Trusts and Estate Practitioners and specialises in all aspects of private client work advising on wills, estate planning, trusts, court of protection and administration of estates.
Lucy has been ranked as a ‘next generation lawyer’ by the Legal 500, the clients guide to the best law firm and lawyers in the UK.
We look forward to seeing you there!
The meeting will be held at:
Where: Sonning Room, Bisham Abbey National Sports Centre, Bisham Village,Marlow Road, Bisham, Marlow SL7 1RR
On: Meeting: Thursday 19th July 2018 From: 7.30am - 9.30am
Please note: this is a business meeting and business attire is required.
Cost: £14 Members (discount will be automatically deducted at the checkout) to cover refreshments and room contribution. Non-members £18
Refreshments - Light breakfast - bacon rolls, pastries, fruit, tea and coffee
Meetings: Quarterly: 3rd Thursday 7.30am - 9.30am
|Event Date||7:30 am 19-Jul-18|
|Event End Date||9:30 am 19-Jul-18|
|Registration Start Date||01-Jun-18|
|Cut off date||12:00 pm 19-Jul-18|