Accountancy, investment management and tax group Smith & Williamson is hosting an expert-led advice seminar for property investment companies and private property portfolio owners in Birmingham this month.
The event – “Property Portfolios – Building Blocks to Wealth” – takes place at the Jaguar Visitor Centre in Castle Vale on Tuesday, 16th October.
The discussion will be led by Ray Abercromby, Partner in Business Tax at Smith & Williamson, and his colleague, Julia Rosenbloom, partner, private client tax services, who will present three case studies played out before an expert panel, covering three principal areas:
- incorporation of property portfolios
- inheritance tax and income tax planning for property portfolios
- growth and restructuring
The panel will comprise Amanda Barwell, relationship director, real estate finance at Natwest; Sam Coleman, letting manager at letting and property management company Greyfort Properties; Jake Iles, managing director of capital allowances advisers Six Forward; and Simon Robinson, partner, real estate, at international law firm Trowers & Hamlins.
“Property has long been seen as one of the safest forms of investing. However, the property sector has been affected by an unprecedented number of changes over the last five years,” says Ray Abercromby.
“Following a prolonged period of low investment returns, economic uncertainty around Brexit and the ever-changing tax regulations, today’s climate presents many challenges to both preserving and growing your wealth.
“Our expert panel and case studies will provide guidance on making the most of your property investment, ensuring the best possible outcome from practical, legal and financial points of view, and answering questions in relation to areas such as funding, tax reliefs, legal issues and dealing with lenders.”
Registration for the event starts at 10am on 16th October, with the discussion starting at 10.30am. Networking and lunch is from 12.30pm. For further information please contact Abi Reed at Smith & Williamson on 0121 710 5360 or email: birminghamevents@smithandwilliamson.com.
