Lonsdale Services host FREE financial planning seminars in Barnet & St Albans
Monday 26 September, 2016
Lonsdale Services host free financial planning seminars
Our St Albans and Barnet financial planning teams are hosting estate planning seminars in the Autumn, to complement the successful pension option seminars held earlier in the year.
Barnet estate planning seminar
Due to the success of previous seminars our Barnet financial planning team are hosting an estate planning seminar with local Winchmore Hill solicitors Stennett & Stennett on Wednesday 21st September at Hadley Wood Golf Club, Beech Hill Hertfordshire, EN4 0JJ.
Daniel Stansall, independent financial adviser, Barnet, North London said:
‘The estate planning seminar will focus on inheritance tax planning. We will also consider gifting & exemptions, charity donations, trusts, business property relief and life assurance. We’re delighted to be hosting this seminar with Stennett & Stennett who will offer our guests the legal perspective on estate planning. Our last estate planning seminar proved really popular and we have already got 45 guests attending next week. A few places are still available so please contact me on 020 8275 1160 or email dstansall@lonsdaleservices.co.uk if you would like to attend.’
Barnet Estate Planning seminar timings
10.30am – Arrival
11am – 12pm – Presentation and questions
12pm – Sandwich lunch and discussion with financial advisers and solicitors
St Albans estate planning seminar
Our St Albans independent financial advisers are hosting their inaugural estate planning seminar at Verulam Golf Club, AL1 1LG on Thursday October 13th.
Richard Porter, independent financial adviser St Albans said:
'This is the first Lonsdale Services estate planning seminar hosted in St Albans. Earlier this year we hosted two successful pension seminars – ‘Reviewing your pension options,’ and several of the guests that attended have signed up for our estate planning seminar. Inheritance tax planning is very topical given the changes to estate planning legislation due in 2017. This seminar is free and would suit anyone who could be affected by the inheritance tax changes, or just wants to know more about estate planning in general. If you would like to come along to the event with a guest please contact Sally Danks on 01727 845500 or email sdanks@lonsdaleservices.co.uk’
The St Albans Estate Planning seminar timings
2.00pm – Arrival: Afternoon Tea
2.30pm – Presentation and questions
3.00pm – Discussion with Financial Advisers
Please note: The Financial Conduct Authority does not regulate Tax Advice, Trusts or Estate Planning.
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