| Thursday 19th January 2012 |
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| Lainston House Hotel, Sparsholt, Winchester, SO21 2LT |
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| Register | Directions |
| Tuesday 7th February 2012 |
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| The Museum of Army Flying, Stockbridge, SO20 8DY |
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| Register | Directions |
| Wednesday 29th February 2012 |
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| Chilworth Manor, Chilworth, Southampton, SO16 7PT |
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| Register | Directions |
| Tuesday 20th March 2012 |
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| Oakley Hall Hotel, Rectory Road, Oakley, Basingstoke, RG23 7EL |
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| Register | Directions |
| Thursday 19th April 2012 |
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| Watts Gallery, Down Lane, Compton, Guildford, GU3 1DQ |
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| Register | Directions |
| Wednesday 8th May 2012 |
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| Pennyhill Park Hotel, London Road, Bagshot, GU19 5EU |
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| Register | Directions |
| Wednesday 30th May 2012 |
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| Farnham Castle, , Castle Street, Farnham, GU9 0AG |
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| Register | Directions |
Investment Strategy & Inheritance Tax Planning Seminars
We would be delighted for you to attend one of our complimentary seminars on Investment Strategy and Inheritance Tax Planning, with the opportunity to chat with the speakers over lunch.
- Increasing your investment income - How to replace lost savings income
- Strategies for managing in difficult markets - Re-evaluating portfolios and going with the smart money
- The value of selecting and monitoring good fund managers - Over the last five years, the best UK equity fund outperformed the worst by over 117%. That's an extra £8,442 on an initial investment of £7,200*
- Inheritance tax - Using gifts and trusts to reduce your estate's liability
(* Source: Financial Express Analytics, Total Return, Bid to Bid, GBP£, UK All Companies sector, £7,200 invested, 30.06.2004 to 30.06.2009)
If you are thinking of seeking advice, or already have an adviser and would like a second opinion, this seminar will be of interest to you. It is designed to introduce Murdoch Asset Management to you as a prospective client.
Find out why we monitor our clients' investments not once a year or when reminded (like most financial advisers) but daily.
Chris Birch BA Hons/IMC, Derek White DipPFS and Tony Dunne APFS are industry experts and they will be talking on the important aspects of Investment Strategy and Inheritance Tax planning. Our seminars are free from financial jargon and we will present you with clear strategies on important areas including:
The presentation is aimed at those with at least £50,000 invested (ISAs, Cash savings, Pensions, Investment Bonds, Gilts, Unit Trusts etc) or whose estates including property and investment are valued at more than £325,000.
To reserve your place, please contact Margaret Andrew by clicking on "register" of your preferred date and venue below.
A map and directions will be sent to you when we receive your reservation form.
The seminars are held on the dates on the left and the timings are as follows:
- 10.00 Registration and Coffee
- 10.15 Introduction & Strategy overview
- 10.35 Investment Strategy
- 11.10 Break
- 11.20 Inheritance Tax Planning
- 12.00 Questions & Answers
- 12.10 Buffet lunch & individual questions
- 13.00 Finish
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Contact us for further information. |