Wednesday 25th January 2017 – Haydock Masterclass

Wednesday 25th January 2017 – Haydock Masterclass

We are hosting a presentation at Haydock Park Racecourse at 8.45am on 25th January 2017. The session will be finished by around 11.30/12pm. The content will include the following topics and be run in conjunction with Kuber Ventures Limited who will also present on EIS and BPR strategies and planning opportunities; Tax planning and structuring in the run up to…

Read More



1st December 2016 – An alternative approach to IHT planning

Seminars in Knutsford and Preston. You are invited to attend one of two presentations we are running jointly with Platform provider Ascentric and IHT AIM Portfolio experts Blankstone Sington, on IHT mitigation and the use of BPR qualifying AIM shares in IHT planning.   The two sessions will take place on Thursday 1st December 2016; The presentations will cover key…

Read More


29th November 2016 – Post Autumn Statement Seminar

29th November 2016 – Post Autumn Statement Seminar

Breakfast Briefing in Central London. We have been asked to present at a Fund Manager hosted breakfast event in Mayfair, Central London on 29th November 2016 which will have a ‘Post-Autumn Statement’ theme. The session will review markets post-Brexit and post Trump with Andy covering ideas around utilizing Family Investment Companies as a tax efficient investment vehicle. The agenda for…

Read More


RAFFLE WINNING NUMBER!

RAFFLE WINNING NUMBER!

Isle of Man Employment and Skills Event 2016   Thank you to all of those individuals who visited our stand at the Isle of Man Employment and Skills event on Thursday 10th November 2016. We would like wish everyone who attended all the best for the future and remember the ‘fun Fortress stand’ for next year’s exhibition! The winning number…

Read More


Isle of Man Employment and Skills Event 2016 – 10th November 2016

Isle of Man Employment and Skills Event 2016 – 10th November 2016

The event: The Employment and Skills 2016 event is a yearly event hosted by the Isle of Man Department of Economic Development and Department for Education and Children. To showcase our re-brand to The Fortress Group and to support those individuals looking to start their careers and those experienced individuals who are looking progress with their current careers, or who are…

Read More



12th October 2016 – Central London Master classes

    These masterclasses will focus on topics driven by you. We did this last year and due to popular demand, it returns for Autumn 2016. As an indication, some of the topics Andy will be discussing include; Tax planning and structuring in the run up to the sale of a business and also post-sale tax planning strategies The UK Government have…

Read More


13th October 2016 – Andy Lee – Guest Speaker in Central London

13th October 2016 – Andy Lee – Guest Speaker in Central London

The planning opportunities that still remain in the buy to let and general property markets The Fortress Group in association with Rosemount and Brewin Dolphin invite you to an afternoon of thought provoking presentations which explore how wider financial planning not only diversifies risk, but widens the opportunity to use proven tax and trust structures to take advantage of well known…

Read More