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Wealth Management Event

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
  • Trusts
  • 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

Registration:
To reserve your place, or for more information, please contact Melissa Baxter on email This email address is being protected from spambots. You need JavaScript enabled to view it. or call 0118 912 0210.

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Wokingham Office

22-24 Broad Street
Wokingham
Berkshire RG40 1BA
United Kingdom

Telephone

0118 978 0099

Reading Office

County House, 17 Friar Street
Reading
Berkshire RG1 1DB
United Kingdom

Telephone

0118 957 3425

Farnham Office

11 South Street
Farnham
Surrey GU9 7QX
United Kingdom

Telephone

01252 733733

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