We hold free, no-obligation seminars at attractive venues in Berkshire, Hampshire and Surrey.
For pensions, ISAs, investment bonds, shares or new cash to invest, our award-winning investment strategy will be of great interest to you.
This event is suitable for people with £100,000 or more in pensions, ISAs, investment bonds or cash.
Registration & coffee
Start – managing in difficult markets
Investment strategy – avoid the common pitfalls
Inheritance tax – exemptions, gifts and trusts
Questions & answers
Buffet lunch – meet the speakers
Discover the seven ways to save inheritance tax immediately
With the inheritance tax threshold stuck at £325,000, more and more of us are getting caught in the IHT trap. To find out how to pass on more of your wealth to those you love, attend our seminar and find out how.
We also explain:
The new family home inheritance tax rules
How prompt and regular action will reduce your ultimate tax bill
How to save inheritance tax immediately
Four assets that will be excluded from your estate in two years
Protecting your assets from care fees and simplifying probate
Four legitimate long-term strategies that will help you keep control, retain access and maximise your legacy.
Investors beware: all investments are not the same
It is unwise to buy investments based on past performance – it isn’t a guide to future performance; different fund managers take very different investment approaches, and the capital value of investments and the income generated can fall as well as rise.
Our speakers will discuss:
Tackling poor performance, excessive charges, low interest, lack-lustre management and taxation
Five alternatives to the building society to boost your income
Four key tax saving tips
How to cut the cost of switching
How to assess the advice you are receiving
An alternative to the typical ‘hit and run’ financial advice or ‘do-it-yourself’ discount brokerage.
Pensions – IHT free and highly valuable
With the cost of living pushing ever upwards, ensuring adequate income for your retirement has never been more important. You might be planning ahead, considering your options, about to stop work or currently retired but whatever stage you are at, expert independent professional advice can make a big difference to your prospects.
Whether you are approaching or in retirement, your pension investment strategy will be one of the biggest factors for great financial outcomes. We explain how to maximise your income to meet your needs now and grow your capital to keep up with the ravaging effects of inflation.
Advice in relation to tax planning and trusts is not regulated by the Financial Conduct Authority and is not covered by the Financial Services Compensation Scheme or the Financial Ombudsman Service.