Understanding the financial health of your business is vital for making informed financial decisions. Yet, too many self-employed businesses fail to employ diversification or investment strategies that could protect and grow their wealth. We’ve teamed up with our independent financial advice partners, Chase de Vere, and tax experts, Taxd, for an in-person event in London that’s designed to challenge the way you think about and manage your finances.
Our expert-led sessions are specifically designed to cover all aspects of financial planning, allowing you to make the most informed decisions for your future. These specialist speakers will then be free for 1-2-1 sessions where they can answer specific questions about your finances and investment opportunities. Further online 1-2-1 sessions are available to book as well.
Registration and welcome drink
Join Rhian Lawson, Chartered Financial Planner at Chase de Vere. Over the course of 60-minutes, Rhian will dive into the essential elements of a robust financial plan designed specifically for the self-employed. Whether you’re just starting out or looking to refine your strategies, this in-person event will provide you with actionable insights to secure your financial future.
Key topics covered:
Important disclaimers: Investments can go down as well as up, and you may get back less than you originally invested. Tax planning is not regulated by the Financial Conduct Authority (FCA).
Join Arjun Kumar from tax experts Taxd for a 60-minute session exploring the key tax and accounting consideration for the self-employed.
Key topics covered:
Networking, refreshments and dedicated 1-2-1 sessions (more details available soon).
Don’t miss this opportunity to give your financial plan a thorough check-up with expert guidance. Secure your spot today! Please register via Eventbrite or at the ‘Book now’ link below to register for this event.
This event is in person only. The sessions will not be recorded or available online.
IPSE members: £10 + VAT
Non-members: £20 + VAT
Attendees will get access to all live sessions, 1-2-1’s and refreshments.
If you are interested in having a 1:1 with Chase de Vere on the evening of the event, please email events@ipse.co.uk to arrange a booking. Note bookings are allocated on a first come first served basis.
Inheritance Tax (IHT) can take a significant bite out of the wealth you plan to pass on. With recent changes announced in the Budget, understanding how IHT works – and what you can do to reduce its impact – has never been more important.
Join Chase de Vere, IPSE’s partner for independent financial advice, for a webinar designed specifically for self-employed professionals.
Whether you’re self-employed, running a business, or managing your financial future, this webinar will give you the tools and knowledge to plan effectively and reduce unnecessary tax burdens.
Important disclaimer
IPSE members: free to attend
Non-members: £15 (+ VAT)
Attendees will get access to the live webinar and the post-event recordings.
Please register via Eventbrite to join this event.
If you’d prefer to speak to an adviser sooner, you can also book a complimentary initial consultation with a Chase de Vere expert here.
The new Chancellor is set to deliver her maiden Budget at the end of October, where she will set out her plans to tackle the disputed £22bn black hole in the nations finances.
With Labour making a firm commitment to not raise rates of income tax, national insurance or VAT, speculation is rife that Capital Gains Tax could be under the microscope, as well as a key capital gains relief for company-owning freelancers – Business Asset Disposal Relief.
Join IPSE’s policy team the following day for their reaction to the Budget and insight into how any new measures could impact you, your business, and the wider self-employed sector.
Although we can only speculate on the final announcement, we expect to discuss tax changes, pension relief and any other “rabbit out of the hat” moments.
Hosted by:
As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.
IPSE members: free to attend
Non-members: £15 + VAT
Attendees will get access to the live webinar and the post-event recordings.
To sign up to an event you will need an IPSE account. In your account you can view all your past and current event bookings, invoices, join online events, exclusive content and much more, all in one place.
