Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date The growth of Equity Release for Inheritance Tax Planning purposes Matthew Arena at Brilliant Solutions, Stuart Powell at Ocean Mortgages and Billy Burrows Equity Release has seen a growth of the amount used for gifting to family over recent years, however the total amount gifted is still less than £440 m... 2 weeks ago | 45 mins How can AIM help your clients’ Inheritance Tax planning? Stephen Drabwell, Derek McLay In the last year, HMRC has accumulated record levels of Inheritance Tax revenue and there has been a significant growth in demand for Inheritance Tax ... 2 weeks ago | 42 mins The CFO Playbook Podcast – featuring Talita Ferreira, former CFO of BMW Talita Ferreira, CEO at Authentic Change Solutions Talita is the founder and CEO of Authentic Change Solutions, where she helps individuals to become better, more effective leaders. Prior to launching ... 2 days ago | 43 mins Designing a scalable, digital-first finance function Ben Rees, Soldo | Catherine Birkett, GoCardless | Paraag Amin, dotDigital Group CFO strategy for success in the digital, post-pandemic world | Episode 1 Finance teams power expansion for fast-growing companies by laying the groun... October 8, 2021 11:00am The CFO Playbook Podcast – Malcolm Finn, Director of Finance at Johnson Matthey Malcolm Finn, Director of Finance at Johnson Matthey Malcolm Finn followed his conscience to chemicals company Johnson Matthey, where he’s helping transition its business model to producing clean energy ... October 1, 2021 10:00am Global trends in corporate tax disclosure - an investor perspective Responsible Investor in partnership with FTSE Russell How corporate tax reporting practices are evolving and why it matters As governments are rewriting the international rulebook on corporate taxation, ... October 12, 2021 2:00pm How CFOs Drive Growth in a Modern World Mohamed Chaudry, CFO | Helen Ashton, CEO | Faz Chaudhri, Consultant CFO and Advisor | Richard Cutler, Oracle NetSuite CFOs will likely oversee more areas of the business than ever before, including strategy, crisis, and risk management. As the role of the CFO evolves,... October 19, 2021 9:00am EP 61: Impact Investment for Sustainable Wealth at Bair Financial Marci Bair, Founder & CEO and Victor Orozco, Managing Partner - Bair Financial Planning Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect... 1 month ago | 29 mins The expert guide to income tax planning Paul Lucas, Strategic & Technical Sales Learn everything you need to know about income tax planning including how to accurately calculate your client’s tax liability. Paul includes top tips ... 5 months ago | 59 mins Crypto Assets and tax implication - how to talk to your clients about Crypto Louise Lane FCA CTA, Wright Vigar Chartered Accountants, Dan Howitt, CEO, Recap and Bridget Greenwood, The Bigger Pie Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency. The issues: In June 2021, the FCA extended t... 3 months ago | 45 mins The CFO Playbook Podcast – featuring Paraag Amin, CFO of dotdigital Paraag Amin, CFO at dotDigital Group plc Paraag Amin’s route to becoming CFO of omnichannel digital marketing company dotdigital isn’t conventional — but it set him up for success. 1 month ago | 57 mins TUNE UP: Myth busting - 10 Tax myths busted Les Cameron, Head of Technical, Prudential and Colin Simmons, Business Development Manager, Prudential Les Cameron, Head of Technical and Colin Simmons, Business Development Manager both from Prudential are myth busting again. Join them as they discus... 4 months ago | 68 mins Protection of Technological Inventions by Patents Using Monte Carlo Simulation Omar Tanane Ph.D., Professor - University of Casablanca Some businesses have intangible assets, which they seek to make profitable and develop. This involves the valuation of these assets. Three techniques... October 18, 2021 6:00pm How to Leverage AI, Machine Learning and RPA in Finance – featuring Forrester Dr. Bernhard Schaffrik, Principal Analyst at Forrester & Magnus Bergfors, Global Business Director at Basware Enterprises see the need to digitize and automate repetitive processes in more and more contexts for increased efficiency – particularly in the financ... October 5, 2021 5:00pm TUNE UP: Loan Trusts & Trust Registration Lee Robertson (Octo), Mark Lambert (HSBC) and Mark Green (HSBC) What are the benefits of a loan trust? When do trusts have to be registered under the Trust Registration Service? Lee Robertson is joined by HSBC's T... 2 months ago | 39 mins How to Automate Your Planning and Budgeting Clint Parker, Principal Pre-Sales Engineer, Oracle NetSuite | Rami Ali, Product, Planning & Budgeting, Oracle NetSuite If you’re still using spreadsheets for budgeting, it’s probably NOT because you think these are the best tools for the job, but rather because it was ... 4 months ago | 27 mins Level Up your Planning and Budgeting with NetSuite Oracle NetSuite NetSuite Planning and Budgeting enables organisations of any size to quickly adopt a world-class planning and budgeting application that offers market... 3 months ago | 54 mins BMO Adviser Edge: The future of financial planning summit Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem As we emerge from lockdown, are we returning to business as unusual? How do advisers adapt their business models to ensure they can thrive in this new... 3 months ago | 94 mins How do retail operators gain a competitive edge in the new economy? Michael Weedon, Adam Wills, Ciaran O'Donnell, Andrew Ball As the world reopens and economic activity returns to the high street, how can small and medium businesses ensure continuity and accelerate their effo... 4 weeks ago | 62 mins Decentralised finance - what the future looks like Dr Amber Ghaddar is one of the founders of AllianceBlock and Bridget Greenwood, The Bigger Pie Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency. The issues: In June 2021, the FCA extended t... 2 months ago | 39 mins The digital mindset shift: prepare your finance team for transformation Ben Rees, Soldo | Guest speakers to be announced CFO strategy for success in the digital, post-pandemic world | Episode 3 The pandemic has caused an unprecedented mindset shift in businesses across ... December 7, 2021 10:00am CBDCs and Britcoin - what does a digital central bank currency mean for us? Jannah Patchay, Director and Founder of Markets Evolution, Bridget Greenwood, The Bigger Pie Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency. The issues: In June 2021, the FCA extended t... 2 months ago | 46 mins Finance in 2021: Planning for the Future Jason Balk, CFO, Adtegrity | Dan Rosenthal, CFO, Root Insurance | Jill Schiefelbein, Business communication expert As we enter 2021, financial forecasts remain a moving target. With so much uncertainty still looming, how does your business continue to strategize fo... 5 months ago | 61 mins Cash-flow management for the digitised world Ben Rees, Soldo | Guest speakers to be announced CFO strategy for success in the digital, post-pandemic world | Episode 2 Having cash on hand has never been more important than it is today. The Covi... November 2, 2021 10:00am The CFO Playbook Podcast – featuring Patrick Butcher, former CFO of Capita Plc Patrick Butcher, Former Group CFO at Capita When Patrick Butcher joined Capita more than two years ago, the international outsourcing company was loaded with debt. Sure, from the outside it seem... 1 month ago | 41 mins Load more
