You’re invited to join CHL Mortgages for Intermediaries for an insightful and educational webinar featuring Group Distribution Director Roger Morris alongside tax expert John McCaffery of Alexander & Co Chartered Accountants. This session is designed to help brokers and landlords better understand the tax considerations behind key lending decisions.
During the webinar, we will explore the difference between a 7% lender fee and a 0% lender fee, with qualified tax adviser John McCaffery explaining how each option can affect a landlord’s accounts and overall financial strategy.
John will break down how landlords can weigh the benefits of a lower ICR requirement versus improved cash flow, and how these choices ultimately impact a limited company’s profit and loss position.
The session will also cover Family Investment Companies, the transition from personal ownership to limited company structures, and the inheritance tax considerations landlords should keep in mind when planning for the future.
Join us for this informative session and gain valuable insights to help you and your clients make more informed decisions.
Presenters
Roger Morris
Group Distribution Director
With more than 30 years in the UK mortgage industry, Roger Morris currently leads distribution at Chetwood Financial as Group Distribution Director. He is responsible for strengthening the presence of ModaMortgages and CHL Mortgages for Intermediaries across mortgage networks and clubs, ensuring brokers have the knowledge, tools and insights needed to navigate specialist lending. Throughout his career, Roger has been passionate about education and supporting brokers to identify opportunities and deliver exceptional outcomes for their clients.
John McCaffery
Tax Partner
John McCaffery is Tax Partner and Head of Tax at Alexander & Co. Prior to joining the firm, he held senior roles at KPMG, PwC and Grant Thornton. John advises individuals, entrepreneurs, families and their businesses on tax planning and strategy, with particular expertise in complex tax matters affecting property investors and business owners.
