Estate Planning Seminar - 21st October 2016, Hadley Wood Golf Club.
Lonsdale Services educate before offering financial planning advice
Friday 3 March, 2017
Lonsdale Services Financial Planning Seminar update
We believe that all financial advisers have a responsibility to educate. At Lonsdale Services educating our clients is our key priority before providing any chargeable individual financial planning advice.
As we were finding some of our clients were confused about their pension and inheritance tax options we organised a series of free financial planning seminars in Barnet and St Albans during 2016 and 2017.
The seminars – ‘Making sense of your pension options’ and ‘Estate planning’ were really well attended as we marketed them to our clients and the local community through leaflet drops, local magazines and community websites.
During 2016 Richard Porter, Lonsdale Services independent financial adviser in St Albans and member of the St Albans financial planning team organised two pension seminars in St Albans, and a pension seminar was organised in Hadley Wood by our Barnet financial planning team.
Making sense of your pension options seminar
Richard Porter Lonsdale Services independent financial adviser St Albans said: ‘We organised "Making sense of your pension options" in response to client demand. All the pension seminars were really well attended by guests who were nearing retirement, and wanted to learn more about retirement planning, the recent pension changes and the new pension options available to them. Some of the subjects covered included:
• How can I access my pension tax-efficiently?
• Should I take tax-free cash or not?
• Can I have flexibility around future income levels in retirement?
• How do I provide for later life?
Richard Porter Lonsdale Services independent financial adviser in St Albans said:
‘As a response to the demand for information following the new freedom & choice in pensions we also produced a freedom & choice pension brochure with factsheets on retirement issues to consider at different stages of your life. The pension guide is on our website to it’s available to anyone to read and download free of charge.
Estate planning seminar
Lonsdale Services has already organised five estate planning seminars in 2016 and 2017. The seminars were held in Barnet and St Albans.
Simon Prestcote, Lonsdale Services independent financial adviser in Barnet, North London and member of the Barnet financial planning team said:
‘When we hosted our pension seminars it was obvious that our guests also wanted more information on estate planning, as they wanted to understand the new estate planning legislation due in 2017. As a result we organised a series of seminars locally. All were well attended particularly the seminar we hosted jointly with solicitors Stennett & Stennett, as sixty guests attended. Our guests appreciated having two speakers as it enabled them to understand estate planning from both the financial and legal perspective. The subjects we covered included gifting & exemptions, trusts, life assurance and charity donations.’
Lonsdale Services are hosting further financial planning seminars during 2017. Our next estate planning seminar is on 23rd March at 7pm at our Frogmore Offices, 3 Curo Place, St Albans, AL2 2DD. If you are interested in reserving a place or want to sign up for future FREE pension or estate planning seminars please email Sally Danks at sdanks@lonsdaleservices.co.uk or call us on 01727 845500
Please note: The Financial Conduct Authority does not regulate Tax Advice, Trusts or Estate Planning.
