Workshops
Every three or four months, we like to offer a workshop to share what we've learned, either just because a topic is interesting or because a change in the law or revenue rules has created a knowledge gap.
For Professionals
Most of the time our workshops are targeted to the professionals – attorneys, accountants, etc. – with whom we work directly. Recent workshops have included:
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Budget Updates & Inheritance Tax Changes. This discussion on investment and the markets featured guest speakers Gerry Brown (TEP, Technical Support Manager with Scottish Life International) and Gerry Loughrey (Senior Investment Manager with Morgan Stanley Quilter).
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Planning Law. This workshop featured guest speaker Matthew Barratt (Solicitor with The John Hughes Practice).
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Inheritance tax. Presented by Robert Magee.
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International Property. Presented by Robert Magee.
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Pension Legislation Changes. Presented by Kevin Morris (Pensions Specialist with Robert Magee & Associates).
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Pension Legislation Changes. Presented by Simon White (Pensions Specialist with Robert Magee & Associates).
For Clients
From time to time, we also like to offer a less technical version of these workshops for our clients and the clients of our professional colleagues.
Upcoming Workshops
*Long Term Care. Our guest speaker for this event will be Richard Guy [Director of Community Relations] with Sunrise Residential Care Homes. October 2006.
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BN25 Budget Updates & IHT Changes. For this analysis at the latest versions of these documents, we will welcome Gerry Brown (TEP, Technical Support Manager with Scottish Life International) for a return engagement. October 2006. |