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Insights

ICAEW Personal Financial Planning Conference

 

Thank you for visiting the MHA team at this years’ ICAEW PFP Conference! 

 

James Kipping, Partner, Private Client Tax

Great to see all of you who attended the ICAEW PFP Conference on 10 October. We hope you found the day informative and engaging. 

We enjoyed meeting everyone who stopped by our stand, and a special shout out to everyone who beat our infamous MHA Buzzer Game! 

If you’d like to know more about our integrated private client tax or financial planning service, or to speak to a member of our team, please scroll down for our contact details

You can also view a copy of our conference presentation on Tax efficient structures for SMEs by clicking the link below. 

This presentation will help you understand the implications of the tax reforms announced in the Autumn Budget 2024, to proactively structure your affairs to efficiently cascade wealth down the generations. 

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MHA Presentation

Download MHA presentation

Tax Efficiency for SM Es post finance act 2025 Page 01

Tax Efficiency for SMEs Post Finance Act 2025

 
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Contact Us

Contact us

To discuss any of the topics presented by our team at the ICAEW Personal Financial Planning conference, or other personal tax and financial planning matters, please contact our team.

Your details


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Meet The Team

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What We Do

We inspire our clients and people to create a bold tomorrow. 

For a truly integrated approach to planning that goes beyond optimising tax efficiency, our tax specialists work closely with MHA Wealth, our team of independent financial advisors. We offer our private and high net worth clients integrated, specialist advice that is personalised to meet their unique needs. 

By aligning business strategy with personal financial goals, we help ensure that our clients protect their wealth and secure their long-term financial legacy.

Please contact us to discuss your tax and financial planning needs.

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