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Wealth Management Event – November 2014

Another of our popular wealth management events, for individuals concerned about preserving their wealth now and later in life.

Date: 11 November 2014

Place: Wokingham

Time: 2.00-5.00pm

Topics covered will include:

  • The Government’s crackdown on Inheritance Tax – the difference between tax evasion and legitimate tax avoidance
  • Tax efficient charitable donations
  • Trusts
  • Powers of Attorney
  • Care Home Funding

To reserve your place at this event, or for more information, please contact Melissa Baxter on

E: or call T: 0118 912 0210.

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