Why attend?
It is increasingly difficult to keep on top of the complex and often changing financial and tax issues facing individuals today.

Our seminars have been put together by our team of experts, specifically to address some of the key issues where people need help. We have designed the presentations in clear, jargon-free language.

Click here to book your place

Should you attend?

• Yes, if your estate is valued above £312,000
• Yes, if you are thinking of investing a lump sum for a secure future
• Yes, if you feel you have poorly performing funds or existing investments and you want to ensure your portfolio will provide for your future security
• Yes, if you want to plan for potential future nursing care needs
• Yes if are considering releasing some of your wealth tied up in your home

Inheritance tax
Our latest informative, jargon-free seminar will include some important pointers and ideas on inheritance tax planning.

The 2006 budget delivered a shock relating to the treatment of trusts used in IHT planning and we can help you understand your current options as well as assessing how any existing arrangements are being affected.

There is currently a 40% tax charge levied on the value of all estates above £312,000. So, did you realise that even tax-efficient investments like PEPs and ISAs could be subject to this charge? We want to help you keep as much of your estate as possible in the hands of your family rather than gifting it to the Inland Revenue!

Long Term Care
Our latest informative, jargon-free seminar will help you to understand the different options available to you when you come to consider potential needs for nursing care in the future.

Being able to plan ahead and to consider where and when you may need care, will help to give you peace of mind about your future. Knowing that you have a strategy in place, and the means to support it, could protect your loved ones and help to maintain your independence and dignity in later life.

Investments
Our latest informative, jargon-free seminar will address key issues in investment, which will be valuable if you are about to invest a lump sum or deal with an inheritance, or if you have an existing portfolio.

With lump sums, choosing the right investment is not an easy decision and your future financial security of you and your dependents may depend on decisions you make now. If you have an existing portfolio you may well have poorly performing funds or have changes may need to be made to suit your changed circumstances.

Our seminar will set out the options available, and address what strategies you can put in place to give you peace of mind about your investments.

Attend a Seminar
We run a regular programme of seminars in locations across the UK, usually in a convenient central location and often using hotel conference facilities.

There is no charge for attending, and each session lasts for approximately one and a half hours. Please do bring your spouse, partner or another guest – just let us know the number of places you require.

To attend one of our seminars in your local area simply click here to book your place. Alternatively call us on 01792 326400

We look forward to seeing you!