Experts speak on range of financial issues at Richardson Swift and Fidelius Group networking event

May 19, 2017

Bath’s buoyant housing market, the impact of Brexit for investors and government plans to make tax digital were among the issues discussed by experts at an exclusive networking evening staged by chartered accountancy firm Richardson Swift and independent financial advisors Fidelius Group.

Guests were treated to insights from a panel of experts drawn from the two Bath firms along with Mark Nish of city-based boutique firm Parallel Investment Management at the event, staged at Bath Cricket Club.

On the panel were Nick Twist, chartered financial planner at Fidelius sister firm Money Wise, Richardson Swift head of tax Jon Miles and Calvin Healy, the firm’s head of private client services.

Mr Twist spoke about inheritance tax, the residential nil rate band now and its effect on estate planning, as well as pre and post-retirement solutions for individuals and business owners.

Mr Miles tackled property and tax, including whether to hold it in a company or individually and looking at longer-term goals, and Mr Healy spoke on HMRC’s phased introduction of the Making Tax Digital programme from next April and the impact this will have on individuals, businesses and landlords.

Mr Nish attracted the most questions with his overview of the investment market over the past few years and the impact of looming Brexit.

The discussion was chaired by Fidelius Group director Duncan McKillop.

Pictured below: Duncan McKillop, Amanda Watts, Chris Bence. Photo by Neil Watson



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