RETIREMENT STRATEGY

3 rd June 2008 9.30 am – 5.00 pm

Yew Lodge Hotel Kegworth Derby DE74 2DF

Retirement or Part Time Working

over the next 10 – 15 years

Are You and Your Practice Prepared?

This course is designed to assist future planning decisions and is for Partners planning to retire, the Continuing Partners in the practice who need a smooth transition and Practice Managers who will oversee the changes.

The topics to be covered include:

• Partnership valuation
• Managing changes in key personnel
• Part time working options
• Partner buy-out
• Practice valuation & sale Personal asset audit
• Personal asset audit
• Income & expenditure reviews
• Pension options
• Investment of retirement funds
• Relevance of Capital Gains Tax
• Wills & Inheritance Tax

ANVAL Ltd in conjunction with SPVS

will guide you through the planning process – can you afford to miss this opportunity ?

REGISTRATION FORM

Please reserve …….…. places on this course at £180 inc vat. Places are available at £125 for second and subsequent delegates from the same practice

Delegate Name(s) …………………………………………………………………………………………

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Email: …………………….……………………………………………………..……………

Address (inc postcode) : …………………………….…………….…………………………………..……………………….……

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Tel No: ………………………………………………………………..………

Signed: ……………………………………………………………………………

Date: ...………………………………………

I enclose a cheque for £ ………..…… Payable to Anval Ltd

Please return to:

Anval Ltd, Orchard House, Broadmoor Lane , Horsington, Somerset BA8 0EQ

Tel 01963 370168 Fax 01963 370218

enquiries@anval.co.uk