Introduction to the Partnership Bristol

  • Date: 14 May 2020
  • Time: 08:00 - 10:00
  • Venue: Smith & Williamson, Portwall Place, Portwall Lane , Bristol, BS1 6NA

This seminar will provide a guide to new partners on the transition from employee to being self-employed by examining changes to income tax, national insurance and how the responsibility for adequate retirement provision now rests with them.

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In addition, we will consider the partnership agreement and give a brief introduction to the accounting issues affecting those in partnership.

8:00 - 8:30 Registration and refreshments  
8:30 - 9:05 Obtaining a stake in the business  Jamie Kirkpatrick | Associate Director | Smith & Williamson Investment Management LLP
9:05 - 9:35 Partnership and personal tax issues  Louise Somerset | Head of Private Client Tax Services | Bristol & Cheltenham | Smith & Williamson LLP
9:35 - 9:50 Personal Financial Planning  Leigh Cecil APFS | Chartered Financial Planner | Smith & Williamson Financial Services Ltd
9:50 onward Closing remarks and questions  


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