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Wealth Management Event 2019

How should you structure your affairs to fund your retirement or later life care?

What is the best way to legitimately protect your wealth from taxation and secure it for future generations?

Clifton Ingram has announced the date of its next Wealth Management Event, 21 March 2019, for individuals concerned about preserving their wealth now and later in life.

Topics covered will include:

  • Wills and Inheritance Tax - rules, new opportunities
  • Trusts
  • Powers of Attorney
  • Care Home Funding

The event will be in Wokingham and will run from 2.00-5.00pm

Register your interest now!

Clifton Ingram's Wealth Management events are always a sell out, so to ensure you are on the invitation list please contact Melissa Baxter on email or call 0118 912 0210 with your details.

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