Funding & Tax Saving Ideas for Commercial Property Businesses

Funding & Tax Saving Ideas for Commercial Property Businesses


Funding & Tax Saving Ideas for Commercial Property Businesses




Speakers include:

Lucy Williams – Tax Director Jackson Stephen LLP

Lucy is an experienced Tax Director who has worked with many property clients during the course of her career, from large commercial property companies to those with smaller property portfolios.

In a world where tax benefits are given to trading businesses and prohibited for investment businesses it can often feel unfair as property businesses, although ran completely commercially, will not qualify for Inheritance Tax and Capital Gains Tax reliefs. This makes it a lot more difficult for property business owners to pass the business to the next generation or sell the business tax efficiently, however all is not lost and there are options involving careful planning that Lucy will set out during the session together with general tax tips for property businesses.

Andrew Dignum - Real Estate Finance Manager NatWest

Andrew has 9 Years experience in Real Estate Finance, joining NatWest in 2009 following completion of a degree in Business Studies at the University of Liverpool.

Today Andrew works directly with a portfolio of circa 25 Real Estate Clients, ranging from private developers and investors to larger propcos, funds and family offices.

During this session, Andrew will provide an overview of NatWest’s Real Estate Finance business, the types of property we have the appetite to fund and how property lending transactions are structured.

Andrew will also be delighted to take any questions relating to the wider real estate market and NatWest’s offering in the sector.

Shaun Thomas - Real Estate and Commercial Banking Manager NatWest

Shaun has worked for NatWest for 12 years and has undertaken roles within Corporate Banking, Commercial Banking, Lombard Asset Finance and now Real Estate. Prior to joining NatWest, Shaun spent almost 6 years serving in the Royal Marines as part of 45 commando regiment.

At present Shaun works as the Business Development Manager for NatWest Property Finance Direct which executes new Property deals between £0.5m - £2m. This is a new to market offering that sees clients obtain same day decisions on their loan requests and is quickly moving towards offering a digital lending platform for clients to use.

Date, Time & Place

08:00 - 08:20 Arrival and Breakfast

08:20 - 09:00 Lucy Williams

09:00 - 09:40 Andrew Dignum & Shaun Thomas

09:40 - 10:00 Q&A and Finish

The Base, Dallam Lane, Warrington, Cheshire, WA2 7NG

If you would like to reserve a place at the event please register below or contact Claire Pilkington on or 01942 292517.





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