Webinar | Murdoch Asset Management

Select a session for our 55-minute webinar

with an ask the experts Live Q&A

This event is suitable for people with £100,000 or more in pensions, ISAs, investment bonds or cash.

Murdoch Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register No is 152885. Advice on tax planning, trusts and wills is not regulated by the Financial Conduct Authority and is not covered by the Financial Services, Compensation Scheme or the Financial Ombudsman Service.
Murdoch Asset Management need consent for your personal details to contact you after the webinar.
You have the right to withdraw your consent at any time: unsubscribe@murdochasset.co.uk or www.murdochasset.co.uk/privacy-policy

Murdoch Asset Management’s financial experts will discuss saving inheritance tax with easy-to-understand case studies and how to boost your investment returns with insights into their award-winning investment monitoring service.

We will also offer a FREE investment review (worth £300) and a one-hour consultation with one of the speakers.

Chartered Financial Planners and a FT Adviser Top 100 Financial Adviser, we’ve been managing money since 1991. We are well placed to guide you and your family steadily through the financial turmoil.

“Inheritance tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue” Roy Jenkins

If you are not ready to give your money away now or rely on Government promises, our case study will demonstrate a powerful combination of gifts, trusts and exemptions to minimise the “grim harvest of death”.

We discuss:
The new family home inheritance tax rules
How prompt and regular action will reduce your ultimate tax bill
Seven ways 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 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 experts will explain:
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.

Experts you’ll hear from

Chris Birch, Managing Director

25 years in the industry – highly qualified expert in planning and investment.

Derek White, Director

29 years in the industry – highly qualified expert in taxation, trusts and retirement.

Tony Dunne, Director

28 years in the industry – highly qualified expert in IHT, taxation, trusts and care funding.

Exclusive attendee benefits

A free investment review (worth £300)

A free one-hour consultation with one of the expert speakers

Select a session for our 55-minute webinar

with an ask the experts Live Q&A

This event is suitable for people with £100,000 or more in pensions, ISAs, investment bonds or cash.

Murdoch Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register No is 152885. Advice on tax planning, trusts and wills is not regulated by the Financial Conduct Authority and is not covered by the Financial Services, Compensation Scheme or the Financial Ombudsman Service.
Murdoch Asset Management need consent for your personal details to contact you after the webinar.
You have the right to withdraw your consent at any time: unsubscribe@murdochasset.co.uk or www.murdochasset.co.uk/privacy-policy

top 100 financial advisers
Portfolio Adviser wealth manager awards Platinum
Investment week specialist investment 2018
Investment week = investment marketing award 2018
Portfolio Adviser wealth manager awards gold