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Wealth Preservation and Succession Planning

Thursday, 9th May 2019

Jacksons Law Firm, UHY Torgersens and Active Financial Planners would like to invite you to attend a free wealth management seminar covering Wealth preservation and your succession planning.

Martin Johnson, Partner, UHY Torgersens:
Maximising your share from your business and investments
Dont volunteer to pay Inheritance Tax if you dont have to!
Do you know where your wealth is and what its worth? A regular healthcheck ensures maximum returns

Andrew Steel, Associate Solicitor Jacksons Law Firm:
Why it is important to make and review your Will regularly in the ever changing fast pace of modern life
How to pass on and protect your digital assets on death or mental incapacity

James Robertson, Chartered Financial Planner, Active Financial Planners:
Using a pension to take more from your business
Using your pension flexibly to minimize tax in retirement
Using your pension as a tax-free inheritance for your loved-ones

8:00 Registration, networking and breakfast.
8:30 Introduction
8:35 9:35 Talks from Martin Johnson, Andrew Steel and James Robertson.
9:35 9:45 Q&A
9:45 10:30 Further networking and finish

Places are limited and will be reserved on a first come first served basis. Breakfast will be provided so please let us know of any dietary requirements when booking. There is free car parking at the venue.
If you would like to attend this event, please contact Caroline Noble via email or call 01642 873722. Alternatively, you can register via Eventbrite