Over the coming months we will be running a series of "Financial Planning Masterclasses".  Each masterclass will last approximately 2 hours and will focus on a particular financial issue.  We kick things off on 1 July with our Retirement Planning Masterclass.  Each session will be limited to 10 delegates so there will be plenty of opportunity to explore the issues in a relaxed environment.  Click on the link below for more details

http://www.conceptfinancialplanning.co.uk/events.php

or click below to book tickets with our Early Bird Discount

http://conceptfp-rss.eventbrite.com/


New Seminar - 15 July at Dunottar School -Tax Planning in the New Era

On 15 July we will be jointly hosting a seminar with Vista Partners Accountants and Chartered Tax Advisers .  The seminar will focus on opportunities to mitigate tax in what is likely to be a significanly changed legislative environment.  Given the need to raise taxes attendance at this event could be hugely beneficial.  More details will follow shortly.

  
Budget Update

Some detail has already emerged as to where spending cuts will or won't be made but detail on how the tax landscape might change is subject to much speculation.  From a financial planning point of view the most significant changes are likely to be in the areas of pensions, capital gains, and income tax.  A full budget summary will be sent once the detail has emerged.

Remote Reviews

Our financial planning proposition is very much focussed on the need for ongoing review and monitoring.  To make this process as easy as possible we are now offering a limited number of free web cams to clients in order that these reviews can take place remotely.  If you would like to make contact with us in this way our Skype address is concept_financial_planning.  Please contact us for more details on the free web cam.

Client Referrals

We thrive on client referrals.  Nobody understands the value of our service better than our existing clients.  If you know someone who may benefit from our services why not invite them along to one of our financial planning masterclasses.  We are happy to waive the ticket price for the first 5 delegates introduced by existing clients for our Retirement Planning Masterclass on 1 July.

http://www.conceptfinancialplanning.co.uk/events.php

Anyone for Tennis?

Since the All England Club are not currently looking for sponsorship we have decided to get involved with the next best thing and are pleased to be sponsoring Finals Day at Ewell Tennis Club on Saturday 24th July.  Ewell Tennis club welcomes both new and experienced players so if you are interested in joining a small friendly club why not come along to the finals day and see what it is all about?  As well as some good tennis, spectators can enjoy a ploughmans lunch and cream teas.  Please contact us for tickets.
 

 Market Volatility

Debt concerns both in the UK and in the Eurozone over the past few weeks have led to significant falls across many market indices.  Markets conditions can change rapidly and therefore we tend not to offer comment in our quarterly newsletters.  For up to date comment please see the blog section of our web site.  As always, should you wish to discuss any financial issues, please do not hesitate to call us.

http://www.conceptfinancialplanning.co.uk/blog.php