60 guests attend Lonsdale Services estate planning seminar in Barnet
Friday 23 September, 2016
The free Lonsdale Services Estate Planning Seminar hosted by Lonsdale Services Barnet financial planning team, and Winchmore Hill solicitor Stennett and Stennett proved very popular with guests. One guest said: ‘the balance between presentations and opportunity for brief consultation was excellent.’
Simon Prestcote, chartered wealth manager and independent financial adviser said:
'we had a great turnout for our second estate planning seminar. Everyone we spoke to after the event found our presentation really useful. They particularly appreciated having two speakers as it enabled them to understand estate planning from both the financial and legal perspective. Estate planning is particularly topical given the changes to inheritance tax legislation that are due next year, but we would encourage everyone to consider inheritance tax planning as part of their financial planning solution. Given the level of interest we've had from clients we are planning to host other financial planning seminars next year. If you are interested in attending an estate planning seminar or our pension options seminar, or just require a free financial planning consultation please call us on 020 8275 1160 or email: dstandall@lonsdaleservices.co.uk.'
St Albans Estate Planning Seminar
If you missed the Barnet seminar our St Albans financial planning team are hosting an estate planning seminar on the 13th October at Verulam Golf Club at 2pm. To sign up email Sally Danks on sdanks@lonsdaleservices.co.uk or call 01727 845500. Learn more about estate planning and watch our video here.
