MEMBER EVENT
Wealth Preservation and Succession Planning
Date: 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 investmentsDont 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 returnsAndrew 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 lifeHow to pass on and protect your digital assets on death or mental incapacityJames Robertson, Chartered Financial Planner, Active Financial Planners:Using a pension to take more from your businessUsing your pension flexibly to minimize tax in retirementUsing your pension as a tax-free inheritance for your loved-onesAgenda:8:00 Registration, networking and breakfast.8:30 Introduction8:35 9:35 Talks from Martin Johnson, Andrew Steel and James Robertson.9:35 9:45 Q&A9:45 10:30 Further networking and finishPlaces 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 cnoble@jacksons-law.com or call 01642 873722. Alternatively, you can register via Eventbrite https://bit.ly/2uvqmzx.
If you would like to become a member simply click the join button below. If you haven’t already attended one of our events, and would like to experience the benefits of club membership for yourself firsthand before you join, you can come along to one of our events as a guest. If you would like to do this please visit our events page, select the event you would like to attend, and complete your registration details in the box at the bottom of the page. Please note that guest places at each event are limited and available on a first served basis.
