Lonsdale Service’s free local financial planning seminars prove popular

Friday 29 April, 2016

Pension planning & Inheritance Tax planning seminars prove popular

Lonsdale Service’s financial advisers based at Wrotham Park, Barnet have organised two successful financial planning seminars this spring at Hadley Wood Golf Club.  

Lonsdale Services pension seminars well attended

The February seminar, ‘Making Sense of Your Pension Options‘, was well attended by guests who were nearing retirement and wanted to learn more about 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?

The Lonsdale Estate Planning Seminar held in North London in April was appropriately timed given the newspaper headlines on inheritance tax planning following the announcement of David Cameron’s financial affairs.  Around forty guests enjoyed the Estate Planning presentation and lunch at Hadley Wood Golf Club hosted by the Lonsdale Services Barnet team.  The main focus of the presentation was inheritance tax planning options including: 

• Gifting and exemptions 
• Trusts 
• Charity donations
• Life assurance 
• Business property relief

Simon Prestcote, Chartered Wealth Manager, Barnet said:

‘We organised both seminars after realising from meetings with clients that there was some confusion over the new rules concerning pensions and estate planning, and the impact they might have. Feedback from both seminars has been really positive.  Guests found our presentations useful as it helped them understand what has changed and how those changes might affect them. We plan to host more seminars in future so please contact Daniel Stansall or myself on 0208 275 1160 if you would like to come along to future events.’

 

 

 

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