Financial awareness training

Financial Awareness Training with Wes Mason and Matt King

Wes Mason Financial Awareness Training        Matt King Financial Awareness Training

RPGCC’s Wes Mason, Partner and Matt King, Director at RPG Crouch Chapman Financial Services Limited were delighted to be invited by Simon Coulson of Internet Business School LLP to present at a Financial Awareness Training day attended by a cohort of likeminded individuals on 25 April 2023 at the Renaissance London Heathrow Hotel.

Matt started the day focusing on how RPG Crouch Chapman Financial Services help and add value to clients, assisting with the accumulation of wealth whilst ensuring protection of their wealth into decumulation through pensions, investments, insurance, IHT and Estate Planning and financial well-being checks as well as arranging suitable insurance for all business owners (including Key Man and Shareholder Protection).

Matt commented “It was a fantastic opportunity to join Simon on his Financial Awareness Training day and present to an enthusiastic audience on the services we provide, a tough thing to do in 90 minutes! I extend my thanks to Simon for organising the training day and his commitment to promoting financial awareness. The event provided valuable insights and networking opportunities, contributing to the professional growth of all attendees. I would also like to thank the participants for their engagement and attention. Their interest in learning made the experience enjoyable for me as a speaker, and I look forward to future collaborations and events.”

Wes had a somewhat harder gig with the slot that all speakers dread, the first session after lunch – especially when you are talking about tax!    Wes focused his attention on business structuring and property investment, covering overall tax rates payable dependent on structures used and the variety of tax reliefs possible – including Capital Allowances,  R&D Relief, and the uses of losses – dependent on the structure used. Wes then moved on to personal and corporate investments in property portfolios covering the tax advantages attached to furnished holiday lets, before closing with legacy planning options focusing on inheritance tax efficient investments, family investment companies and Trusts.

On completing his somewhat difficult slot, Wes added, “It was an absolute delight to be invited by Simon to join him today, tax, business structuring, legacy and property investment planning is never going to be an exciting presentation and I cannot thank the audience enough for staying awake and for their interaction and questions.  The feedback we received has been amazing and I am delighted that the session was valuable and insightful.   We wish everyone well in their onward investment journey, of course we remain on hand to help, and we look forward to being invited back again in the very near future”

If you would like to arrange a no obligation meeting with Matt King or Wes Mason please contact us on 020 3697 7147.

About Wes Mason..

Wes qualified as a Chartered Accountant in 2003 and  joined RPG Crouch Chapman in 2018 with 12 years’ experience as a partner in a regional firm.   Wes typically advises SMEs, and owner-managed businesses with a focus on structural and holistic tax planning.  His portfolio covers a broad range of industry sectors including property investment and property development, online businesses and financial traders.   Please contact Wes if you would like to discuss Business structures and restructuring, Property investment, Personal or corporate tax planning and compliance, Tax efficient remuneration, EIS, SEIS and VCT’s, Research & Development tax relief, Capital Allowances.

About Matt King

In 2021 Matt, and his father John, founded RPG Crouch Chapman Financial Services a FCA regulated business.  They provide financial advice across all areas including investments, insurance, pensions, inheritance tax and estate planning, and financial well-being.  They are “passionately Independent” and always ensure that no external commercial bias influences their business strategy.

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