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Property finance & tax mastery - Saturday 9th November 0930 - 1630

Date post: 13-Sep-2014
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Property Finance & Tax Mastery Saturday 9th November 9.30am - 4.00pm Holiday Inn Bostocks Lane, Sandiacre, Sandiacre NG10 5NJ, England FREE Teas, coffees, water and lunch Ordinary prices £297 pp - PIN members pay £297 for two people - Clients pay £0 Objectives of the day o Identify ways to make more money from existing property o Choosing the rights solutions for financing (mortgages & bridging loans) o Identify the best tax mitigating strategies o Set your financial goals and identify the key tasks to achieve them o Ask questions and get the answers to help you move forwards
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Property Finance & Tax Mastery Workshop agenda
Transcript
Page 1: Property finance & tax mastery - Saturday 9th November  0930 - 1630

Property Finance & Tax Mastery

Workshop agenda

Page 2: Property finance & tax mastery - Saturday 9th November  0930 - 1630

Agenda Main Points

Item Time WhoNetworking & registration 09:00 – 09:30 All

Intro, house keeping & agenda

09:30 – 10:00 Andy Haynes

Admin and tax allowable costs

10:00 – 11:00 Simon Misiewicz

Q&A - Comfort break 11:00 – 11:30

Using limited companies to reduce tax

11:30 – 12:30 Simon Misiewicz

Q&A – FREE lunch 12:30 – 13:30

Page 3: Property finance & tax mastery - Saturday 9th November  0930 - 1630

Agenda Main Points

Item Time WhoSetting and achieving your property goals

13:30 – 14.30 Susan Alexander

Mastermind (get your burning issues resolved)

14:30 – 15:30 All

Comfort Break 15:30 – 16:00

What can we do to support you?

16:00 – 16:30 Simon Misiewicz

Wrap up and close 16:30 – 17:00

Page 4: Property finance & tax mastery - Saturday 9th November  0930 - 1630

09:00 – 09:30 – Sign in and networking

o Bring plenty of business cards

o Make new friends and establish business contacts

o Your income is the same amount of the six closest people you associate with – so network well!

Page 5: Property finance & tax mastery - Saturday 9th November  0930 - 1630

09:30 – 10:00 Welcome, house keeping & agenda items

o House keeping

o Objectives for the day

o Main topics of the agenda

Page 6: Property finance & tax mastery - Saturday 9th November  0930 - 1630

10:00 – 11:00 Admin and tax allowable costso Contacting HMRC

o Keeping receipts and paperwork

o Identifying tax allowable costs

o Ways to reduce refurb costs

Page 7: Property finance & tax mastery - Saturday 9th November  0930 - 1630

11:00 – 11:30 Q&A and comfort break

o Q&A on training notes

o Rest break

o Further networking

Page 8: Property finance & tax mastery - Saturday 9th November  0930 - 1630

11:30 – 12:30 Using limited companies to reduce taxo Understand different levels of tax

bands

o Property management companies

o Using Limited Companies to flip properties

Page 9: Property finance & tax mastery - Saturday 9th November  0930 - 1630

12:30 – 13:30 Q&A and FREE lunch

o Q&A on training notes

o Lunch

o Further networking

Page 10: Property finance & tax mastery - Saturday 9th November  0930 - 1630

13:30 – 14:30 Setting & achieving property goals

o Identifying goals

o Working on prioritised tasks to achieve goals

o Time management

Page 11: Property finance & tax mastery - Saturday 9th November  0930 - 1630

14:30 – 15:30 Mastermind

o Identify your key issue / question regarding property

o Get help and support with your key issue / question

o Help others solve their issue

Page 12: Property finance & tax mastery - Saturday 9th November  0930 - 1630

15:30 – 16:00 Q&A and comfort break

o Q&A on training notes

o Rest break

o Further networking

Page 13: Property finance & tax mastery - Saturday 9th November  0930 - 1630

16:00 – 16:30 – What can we do for you

o What support do you need

o How can we support you

o What would you like to see from an accountant

o How can we improve

Page 14: Property finance & tax mastery - Saturday 9th November  0930 - 1630

16:30 – 17:00 Wrap up and close

o Overview of the day

o Facebook Page “Property Finance & Tax mastery”

o Webinars & eventswww.optimiseaccountants.co.uk

Page 15: Property finance & tax mastery - Saturday 9th November  0930 - 1630

W: www.optimiseaccountants.co.ukT: 0115 946 1991E: [email protected]


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