On Tuesday 4th June we have Anthony Rodgers coming to the Co-Op. Anthony will be talking about clause 24, inheritance tax and succession planning.
Anthony is a chartered tax adviser and trust and estate practitioner with a legal background. With over a decade in the field Anthony has built an extensive understanding of both day to day tax planning and complex structured planning.
Anthony qualified at a mid size firm specializing in owner managed business planning, then moved on to a niche tax planning firm providing bespoke planning and structuring advice to individuals and owner managed businesses before starting Fusion Partners in 2014. Since then Anthony has spent time working with tax efficient investments, structured tax planning, pension planning and supporting clients in relation to tax inquiries.
Anthony specialises in inheritance tax, trusts and estates, property planning, international tax and the structuring of owner managed businesses.
We look forward to seeing you on Tuesday 4th June.
Please book here: