The Financial Planning Group (Teddington) and Stone Rowe Brewer Solicitors (Twickenham and Teddington) are co-hosting a free seminar on Wednesday 4th November, with the aim of providing an overview of the latest Inheritance Tax (IHT) strategies to consider when planning your future.
The informal event, which will take place in a private dining room at The Crown in St Margarets, is designed to be an opportunity to listen to investment and legal expertise, as well as the ideal chance to talk in confidence about the issues that could impact you and your family.
The speakers on the evening include Alan Clifton and Tim Norris (Partners at The Financial Planning Group), Neville Flood (Octopus Investments, who specialise in Tax Efficient IHT Solutions), with Anna Spall (Private Client Partner at Stone Rowe Brewer Solicitors) available to discuss any associated legal issues.
If you would like to attend this seminar,
please reserve by e-mail – click here.
Please note that spaces are limited and will be reserved on a first come basis.
If you are unable to attend, but would like to discuss your IHT situation, please call Alan or Tim at The Financial Planning Group on 0800 731 7614.
For queries relating to lifetime and post death tax planning; creation and management of trusts; issues arising from divided families; and planning for the future with Wills, powers of attorney, asset protection trusts and information on nursing home fees – please call Anna Spall on 020 8891 6141.