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Property Finance & Tax Mastery
Workshop agenda
Agenda Main Points
Item

Time

Who

Networking & registration

09:00 – 09:30

All

Intro, house keeping &
agenda

09:30 – ...
Agenda Main Points
Item

Time

Who

Setting and achieving your
property goals

13:30 – 14.30

Susan Alexander

Mastermind ...
09:00 – 09:30 – Sign in and networking
o Bring plenty of business cards
o Make new friends and establish
business contacts...
09:30 – 10:00 Welcome, house keeping &
agenda items
o House keeping
o Objectives for the day
o Main topics of the agenda
10:00 – 11:00 Admin and tax allowable costs
o Contacting HMRC
o Keeping receipts and
paperwork
o Identifying tax allowable...
11:00 – 11:30 Q&A and comfort break
o Q&A on training notes
o Rest break
o Further networking
11:30 – 12:30 Using limited companies to reduce tax
o Understand different levels of tax
bands
o Property management compa...
12:30 – 13:30 Q&A and FREE lunch
o Q&A on training notes
o Lunch
o Further networking
13:30 – 14:30 Setting & achieving property goals
o Identifying goals
o Working on prioritised tasks to
achieve goals
o Tim...
14:30 – 15:30 Mastermind
o Identify your key issue /
question regarding property
o Get help and support with
your key issu...
15:30 – 16:00 Q&A and comfort break
o Q&A on training notes
o Rest break
o Further networking
16:00 – 16:30 – What can we do for you
o What support do you need
o How can we support you
o What would you like to see
fr...
16:30 – 17:00 Wrap up and close
o Overview of the day
o Facebook Page “Property
Finance & Tax mastery”
o Webinars & events...
W: www.optimiseaccountants.co.uk
T: 0115 946 1991
E: simon@optimiseaccountants.co.uk
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Property finance & tax mastery - Saturday 9th November 0930 - 1630

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Property Finance & Tax Mastery
Saturday 9th November 9.30am - 4.00pm
Holiday Inn Bostocks Lane, Sandiacre, Sandiacre NG10 5NJ, England
FREE Teas, coffees, water and lunch

Ordinary prices £297 pp - PIN members pay £297 for two people - Clients pay £0
Objectives of the day
o Identify ways to make more money from existing property
o Choosing the rights solutions for financing (mortgages & bridging loans)
o Identify the best tax mitigating strategies
o Set your financial goals and identify the key tasks to achieve them
o Ask questions and get the answers to help you move forwards

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Property finance & tax mastery - Saturday 9th November 0930 - 1630

  1. 1. Property Finance & Tax Mastery Workshop agenda
  2. 2. Agenda Main Points Item Time Who Networking & registration 09:00 – 09:30 All Intro, house keeping & agenda 09:30 – 10:00 Andy Haynes Admin and tax allowable costs 10:00 – 11:00 Simon Misiewicz Q&A - Comfort break 11:00 – 11:30 Using limited companies to reduce tax 11:30 – 12:30 Q&A – FREE lunch 12:30 – 13:30 Simon Misiewicz
  3. 3. Agenda Main Points Item Time Who Setting and achieving your property goals 13:30 – 14.30 Susan Alexander Mastermind (get your burning 14:30 – 15:30 issues resolved) Comfort Break 15:30 – 16:00 What can we do to support you? 16:00 – 16:30 Wrap up and close 16:30 – 17:00 All Simon Misiewicz
  4. 4. 09:00 – 09:30 – Sign in and networking o Bring plenty of business cards o Make new friends and establish business contacts o Your income is the same amount of the six closest people you associate with – so network well!
  5. 5. 09:30 – 10:00 Welcome, house keeping & agenda items o House keeping o Objectives for the day o Main topics of the agenda
  6. 6. 10:00 – 11:00 Admin and tax allowable costs o Contacting HMRC o Keeping receipts and paperwork o Identifying tax allowable costs o Ways to reduce refurb costs
  7. 7. 11:00 – 11:30 Q&A and comfort break o Q&A on training notes o Rest break o Further networking
  8. 8. 11:30 – 12:30 Using limited companies to reduce tax o Understand different levels of tax bands o Property management companies o Using Limited Companies to flip properties
  9. 9. 12:30 – 13:30 Q&A and FREE lunch o Q&A on training notes o Lunch o Further networking
  10. 10. 13:30 – 14:30 Setting & achieving property goals o Identifying goals o Working on prioritised tasks to achieve goals o Time management
  11. 11. 14:30 – 15:30 Mastermind o Identify your key issue / question regarding property o Get help and support with your key issue / question o Help others solve their issue
  12. 12. 15:30 – 16:00 Q&A and comfort break o Q&A on training notes o Rest break o Further networking
  13. 13. 16:00 – 16:30 – What can we do for you o What support do you need o How can we support you o What would you like to see from an accountant o How can we improve
  14. 14. 16:30 – 17:00 Wrap up and close o Overview of the day o Facebook Page “Property Finance & Tax mastery” o Webinars & events www.optimiseaccountants.co.uk
  15. 15. W: www.optimiseaccountants.co.uk T: 0115 946 1991 E: simon@optimiseaccountants.co.uk

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