IF ONE THING IS CERTAIN, IT IS THAT WE LIVE IN UNCERTAIN TIMES
(APART FROM DEATH AND TAXES)
LET US HELP YOU TAKE CONTROL
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 are hosting another of our popular free Wealth Management Events, for individuals concerned about preserving their wealth now and later in life.
As well as our own specialist Wealth Management speakers, we will also have presentations from an independent financial advisor and an investment expert to give insights into what is happening in the investment market.
Topics covered will include:
- Brexit – the impact if you have property or assets abroad
- Wills and Inheritance Tax - new rules, new opportunities
- Powers of Attorney
- Care Home Funding
- Investment risk profiling
- Property market trends
- Pensions and market update
The event will run from 2.00-5.00pm
To reserve your place, or for more information, please contact Melissa Baxter on email firstname.lastname@example.org or call 0118 912 0210.