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Resources

Events

We regularly hold events, including workshops and seminars. Aimed at existing clients, those who may wish to consider becoming a client, as well as solicitors and accountants, these events are designed to help those who attend make better financial decisions.

Tax and Exit Planning for Business Owners & Entrepreneurs

Wednesday 5th September at 2:30 PM

Aimed at business owners, directors and entrepreneurs, during this free seminar we will explore how to make your business attractive to potential investors, how to extract surplus profits from your business tax-efficiently, how to pass on the value of your business to the next generation and more. To reserve your space, please email sjp@sovereign-ifa.co.uk. Spaces are limited, so get in touch today.

Sign up here

Approaching retirement

Thursday 18th October at 6:30 PM

Aimed at people in their mid-50s to early 60s, during this free seminar you will hear about real people who we have helped to retire up to five years early. There will be wine, nibbles and plenty of chance to get your questions answered and learn more about what we do. To reserve your space, please email sjp@sovereign-ifa.co.uk. Spaces are limited, so get in touch today.

Sign up here

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