Seminars, Workshops & Webinars


Our Forthcoming Seminars, Workshops & Webinars

There is no charge for attending our events (unless stated)

Why pensions are still a good choice for retirement planning

Tuesday 24th July 2018 – 11am – Webinar

Our expert speaker, Helen Fraser of Orchard House IFA’s will cover:

  • Tax relief on pensions
  • Annual Allowance and Lifetime Allowance
  • The main types of pension schemes
  • The options for taking benefits
  • The options for beneficiaries
  • Issues to consider when choosing a scheme or reviewing an existing scheme

More about Helen:

Helen is an Independent Financial Adviser (IFA) whose particular area of expertise is working with clients who are within ten years of retirement, clients at retirement, financial planning and divorce, Inheritance Tax planning and care fees planning.  Helen also works with Attorneys acting under an EPA or an LPA.

Helen’s aim is to help clients navigate the sometimes confusing world of personal finance and to make the most of their money.  She can help you whether you are an experienced investor or a novice.  Helen sees her role more as a mentor rather than telling clients what to do, by listening and having a two-way conversation.

With a background in marketing, Helen has always been interested in personal finance and saving so when she was looking for a career change it seemed natural that she should train as a financial adviser in order to share that expertise and passion with others.

Helen says “I love it when people come to see me with a complex issue, we put a plan together that they understand and I can literally see the relief on their face”

As a fully independent financial adviser she is able to give advice on the best solutions tailored to each individual or family.  Helen is qualified to Level 4 and is also a qualified pension specialist meaning she can advise clients who are considering a transfer out of a Defined Benefit/Final Salary pension scheme

To secure your free place on this webinar, then click the button below to sign up

Discover tax efficient property investment in Oxfordshire

Wednesday 26th September 2018 – 7pm – Seminar

Book your FREE place for this must attend one-off seminar to discover the industry secrets of tax efficient property investment in Oxfordshire.

At the seminar we will be revealing how you can:

  • Save tax when investing in property
  • Structure investments using specialist tax-efficient vehicles
  • Access funds in your pension (even if you are not 55) to grow your property portfolio
  • Raise capital within a property business for growth

There will also be a Q&A session where you can put your questions to an expert and get an immediate answer.

This is a one-off seminar which will not be repeated and places are limited so make sure you book your place now.

Presentations will be conducted by two leading experts in their fields:

Alan Sowden, Technical Director at Chapman Robinson & Moore – Specialist tax accountant

Mike Holt, Senior Consultant at The Landlord’s Pension – Specialist Property & Pension Expert

A programme of events to help you improve your business or gain new knowledge

We invite you to join our team and other ‘like minded’ business owners at our practical events, where you will;

  • Have the time to reflect and apply the content to your personal circumstances
  • Meet & network with other business owners whilst also learning from their success secrets
  • Discover practical solutions to key business problems
  • Gather practical business growth tools and resources and
  • Put time aside to create an action plan for building your business success

Each workshop provides you with valuable information and gives you time to think about your business and potential implementation. You will also be given ideas and tools that you can use immediately to make a difference in your business.


So do other business owners think it is a good use of their valuable time?

Previous events have focused on profit and cashflow improvement, time management, creating efficiency as well as designing and systemising a business for future success.

Titles have included:

‘Making the Numbers work’ – how to better understand and use the numbers in your accounts.
‘Planning your business success’
‘Effective marketing to boost your business’
‘Raising finance and wealth creation’
‘Systemising your business success’
‘Designing a business that gets the results you really want’

For more details and to book for our BBF events, please email us or call 01865 379272.

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