Optimise Accountants -
Finance, Tax & Wealth Mastery

Finance, Tax & Wealth Mastery

Exclusive workshops for clever investors.

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Master your Finances, Tax & Wealth

  • Are you fed up with trying to get a simple understanding and answer to how to deal with the different types of UK tax and how they affect you?
  • Do you feel there is more out there to you than truly help you find and implement safe and legal tax minimisation strategies?
Finance, Tax & Wealth Mastery
  • Would you like to understand & maximize your profits based on the latest Budget announcement of mortgage interest relief cap?
  • Would you like to be more confident & comfortable when dealing with your tax & estate planning affairs whilst reducing your IHT liability?

If you’ve answered yes to any of the above, this workshop is perfect for you.

Our Finance & Tax Mastery workshop has been designed to help you make more money and pay less tax on your property portfolio. It will answer all of these questions, and any more you may have.

Benefits of attending this workshop


Finance, Tax & Wealth Mastery
Limited entry to each workshop
We only allow a maximum of 60 attendees at each course we run to make sure everyone gets a good & thorough understanding of what we teach.
Finance, Tax & Wealth Mastery
Exclusive workshops around the UK
We run only 1 course per year outside of London and just 2 courses in London, so you know that you’re receiving exclusive, specialist advice.

What will I learn in the workshop?

We decided to simplify the world of tax to property investors after listening to our clients and their questions over the years. We’ve tailored our events to cover:

  • Income Tax

    All your family income streams in the most tax efficient structure even with the budget announcement

  • Capital Gains Tax (CGT)

    Minimise your CGT using the latest law abiding methodologies when disposing assets

  • Investment Performance

    Find out ways to maximize your returns from your property investments
     

  • Estate Planning

    Ensure that you get your legal documents in order to ensure that your wealth is passed on the way you want to your loved ones

  • Inheritance Tax

    Easily reduce your IHT liability through so your family keep most of the wealth you build

  • Limited Companies

    Ensure you maximise all the benefits of your limited companies to extract tax efficient income and build your IHT free estate

If you’d like to learn more about all these subjects, do not wait to see the ‘Sold out’ sign – book your place NOW to avoid disappointment.

See what people have said about this workshop

On the day, you will receive:

  • Expert Advice

    We'll cover every subject that we’ve mentioned on this page and answer any additional questions you ask.

  • Meet the Experts

    A full day’s access to both Louise & Simon Misiewicz the founders of Optimise Accountants & key speakers at the workshop

  • Meet other Investors

    The opportunity to meet like-minded property investors and share advice & tips with one another

  • Free Lunch & Refreshments

    We provide a lunch and schedule regular breaks with free teas & coffees for attendees

Convinced? Scroll down to see where and when our next Finance, Tax & Wealth Mastery workshop takes place, and for details on how to book your place.

Book onto our next workshop


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Telephone: 0115 939 4606
Email: simon@optimiseaccountants.co.uk