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Wealth Management Event – February

The Tax Planning, Wills & Probate team of Clifton Ingram Solicitors are holding another of our popular Wealth Management Events.
As well as our own experts we will have two guest speakers, an independent financial adviser from Tamar Ltd and an investment specialist to give insights into what’s happening in the investment market.

Place: Hilton St Anne’s Manor, Wokingham

Date: 25 February 2016

Time: 2.00-5.00 pm

Cost: None

Topics covered will include:

  • The new Brussels IV legislation – the impact if you have property or assets abroad
  • Inheritance Tax - new rules, new opportunities
  • Trusts
  • Powers of Attorney
  • Care Home Funding
  • Pensions and the recent changes
  • Investments - market update

If you are able to attend please reserve your place by contacting Melissa Baxter on email: or telephone: 0118 912 0210 with the name of the attendees and a contact number should we need to follow up with you.

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