SUCCESSION PLANNING

2 nd June 2008 9.30 am – 5.00 pm

The Devon Hotel, Matford, EXETER, EX2 8XU

The Anval team will be joined by Andy Moore (Accountant, Moore Scarrott Partnership) and Nick Webb (IFA Rowan & Co Taunton) to guide you through Succession Planning for the practice. The course is ideal for practice owners, partners and practice managers.

This course is designed to help Partners, Owners and Practice Managers develop their business in the current climate and plan for changes ahead.

The course will cover:

• The top 10 topics to get right
• The top 10 pitfalls to avoid
• Balancing lifestyle and living with changing income and costs
• Preparing your practice for sale
• Selling your partnership share
• Part time working
• Reduced hours and points system
• Practice planning for partners leaving
• New partners joining

Nick Webb & Andy Moore will cover:

• Should I have a SIPP and which one?
• Investing lump sums in the current climate.
• Managing pension funds
• Creating and building a fund for retirement

ANVAL Ltd, Moore Scarrott Partnership & Rowan & Co

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