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MKPLA Members Meeting – Holistic Tax & Wealth Planning

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MKPLA Members Meeting – Holistic Tax & Wealth Planning

Members Only Event very kindly sponsored by The Right Place

6.30pm – 9.30pm David Lloyd Milton Keynes, Livingstone Drive. MK15 0DL

Free entry to full members if booked in advance. £15 per ticket for all others in advance. Please book online in advance so that we know how much coffee/tea to order and how many chairs to put out!

Tickets on the door, if space allows, £20 each (including to full members)

6.30-7pm – Informal networking and light refreshments

7pm – Introduction to our newest member benefit – Letting and Management Services

7.30pm – Important information on the Insurance Act – Garry Sullivan

7.45pm – Stefanie Price Wealth Planning – Being a landlord – Holistic Tax & Wealth Planning – An overview of all tax situations and considerations that landlords should be thinking about and planning for within:

  • the initial stages of buying additional property
  • throughout their ownership period
  • upon sale of these properties

We will also talk in more detail around the recent tax changes that have come into effect this year, and potential ways that you can look to help ‘ease the pain’ with some of the tax increases should you have the means to do so. We will talk through investing & wealth management, protecting your property businesses & generational planning as well, as these are topics that tend to come up in most client facing discussions that we are involved in where clients own additional properties or buy to let portfolios.


Date: 09/05/2017
6:30 pm - 9:30 pm
Cost: £15
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David Lloyd Milton Keynes
Livingston Drive, Newlands
Milton Keynes, Bucks MK15 0DL United Kingdom


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