6 May 2010 - Your family or the Government? Who deserves your money more? Protecting your estate against inheritance tax

6.00pm – 9.00pm
Henmans, 5000 Oxford Business Park South, Oxford

Hosted in association with lawyers Henmans private client team, this seminar will cover the following:

An introduction to inheritance tax

• A brief summary of inheritance tax and its implications for you and your family
• Effective tax planning
• Tax planning through your Will - A review of the implications of the new inheritance tax rules

Inheritance tax mitigation using financial products

• A look at assets which qualify for business property relief
• The pros and cons of discounted gift trusts
• Planning solutions using life assurances and pensions
• Cash flow modeling tools to help with planning

25 February 2010 - Help your clients protect their estates against inheritance tax

6.00pm – 9.00pm
Manches, 9400 Garsington Road, Oxford Business Park, Oxford
An event specifically designed for accountants and lawyers.

We have joined up with law firm Manches to deliver an insightful inheritance tax seminar to talk you through a number of strategies that you can advise your clients to adopt to help them limit their inheritance tax liability.

Click here to download further details.

5 May 2009 - Your family or the Government? Who deserves your money more? Protecting your estate against inheritance tax

6.00pm – 9.00pm

This seminar covered the following:

An introduction to inheritance tax

• A brief summary of inheritance tax and its implications for you and your family
• Effective tax planning
• Tax planning through your Will - A review of the implications of the new inheritance tax rules

Inheritance tax mitigation using financial products

• A look at assets which qualify for business property relief
• The pros and cons of discounted gift trusts
• Planning solutions using life assurances and pensions
• Cash flow modelling tools to help with planning

Click here to download the presentations

Tom Gilman – An introduction to inheritance tax
Jason McGuigan – Other IHT planning angles

23 April 2009 - Budget breakfast seminar

SAID Business School
8.00am for 9.00am start

Over 200 members of Oxfordshire’s business community and high-net-worth individuals attended Critchleys complimentary Budget breakfast seminar at the SAID Business School on 23 April 2009.

The event provided up-to-the-minute tax and financial planning tips. Rather than simply offering a round-up of the headline changes, they told people how to save money on their tax bills. All the advice incorporated Alistair Darling’s latest announcements and highlighted any new opportunities.

Critchleys’ tax specialists Gerry Jackson, Director of Tax and Steve Chamberlain, Director of VAT gave a practical, jargon-free guide covering business tax, Income Tax and National Insurance, Capital Gains Tax, VAT, Inheritance Tax, property tax, and investment planning in language everyone could understand!

In addition Peter Bickley, UK Chief Economist for Deutsche Bank Private Wealth Management presented their views on the economy and how this has impacted on markets going forward.

Click here to view photos

23 February 2008 - What’s important to you about your investments?

Investment Management seminar
6.30pm – 8.30pm
North Oxford Garage, Wolvercote Roundabout, Oxford

Critchleys Financial Planning and Tilneys Private Wealth Management are hosting an investment management seminar.

This seminar will set out:

• How financial planning and investment management can be combined to deliver a valuable service
• What Critchleys Financial Planning believe about investment portfolio management
• How Tilney PWM manages client portfolios
• An update on the current investment climate
• A detailed look at what is happening to property investments

To register for your complimentary place, please contact Robert Pinheiro rpinheiro@critchleys.co.uk

13 March 2008 - Budget seminars

MINI Plant - Cowley

This year Critchleys are delighted to be hosting our seminars at the MINI plant in Cowley. We will be running two seminars the day after Budget Day.

• MINI breakfast seminar 8.00am for 9.00am start
• MINI lunch seminar 12.00pm for 12.30pm start

There will be plently of opportunities for networking and to talk to our tax, financial planning and VAT experts. There will also be the chance to enjoy a unique experience and go on one of their sought-after Plant Tours.

For further details please contact Robert Pinheiro rpinheiro@critchleys.co.uk

20 September 2007 - Critchleys Financial Planning launch party

MINI Plant - Cowley

Over 120 clients, professional contacts and staff celebrated the launch of Critchleys Financial Planning LLP at The North Wall Gallery on 20th September.
Click here to view photos from the evening

- Archive

MINI Plant - Cowley