Working Better Together- Professional Connections Seminar

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Wednesday 9th November 2pm- 3.30pm at Newcastle Falcons stadium, Brunton Road, NE13 8AF.


Independent Financial Adviser Rutherford Wilkinson will be running a knowledge sharing seminar with investment company Ingenious Investments. We will focus on estate planning, exploring the opportunities and potential pitfalls of passing on pensions to the next generation and taking into consideration inheritance tax. Ingenious Investments will talk about creating tax efficiencies for owner managed businesses and corporate clients.

The recent introduction of Financial Reporting Standard 102 (FRS 102) has resulted in fundamental changes to the taxation of some types of investments held by companies.

These changes, which are detrimental for a number of reasons, have come into force for accounting periods commencing on or after 1 January 2016.

The key areas Ingenious will discuss are:

  • The changes to how insurance bonds and collectives are accounted for and taxed under FRS 102
  • Planning ideas for companies affected by the changes
  • Excepted assets and Business Relief (formally known as Business Property Relief – BPR)
  • Tax efficient cash extraction from a business
  • How professionals can add value to clients and their businesses

We hope that you can join us for this insightful seminar to help us better meet our clients’ requirements.

Please RSVP on 0191 217 3340 or by emailing