Lonsdale Service's Pension Seminars prove popular

Monday 14 March, 2016

Both the Lonsdale Service's pension seminars in Barnet & St Albans were well attended and feedback from both seminars has been positive.

Richard Porter, Financial Adviser, St Albans said: ‘We got a great turn out at our first St Albans pension seminar, with over twenty five guests and Lonsdale IFA’s attending the pension seminar at Verulam Golf Club. Our aim was to explain the pension options clearly and simply and the feedback suggests that we achieved this. Pensions is now a topical issue with the budget coming up and the changes announced for the new tax year, so it is more important than ever to understand your pension options and focus on your financial planning.’

Due to demand we will be running the pension seminar again on the 13th May.

ST ALBANS – MAKING SENSE OF YOUR PENSION OPTIONS

Date: 13th May 2016
Venue: Verulam Golf Club, 226 London Rd, St Albans AL1 1JG
Timing: 8am-10.00am
8am - coffee & pastries
8.30-9.30am – Presentation & questions
9.30am – Coffee & discussion with Lonsdale Financial Advisers

Places are limited – if you would like to attend with a guest, please call our St Albans office on 01727 845500 or email Richard Porter on rporter@lonsdaleservices.co.uk

BARNET – ESTATE PLANNING SEMINAR

Daniel Stansall, Financial Adviser, Barnet said: ‘As a result of feedback from our pension seminar in February, and clients wanting to know about inheritance tax changes we have organised an Estate Planning seminar on 13th April. Places are limited so if you would like to attend with a guest, please call us on 0208 275 1160 or email me at dstansall@lonsdaleservices.co.uk.’

The presentation will discuss possible inheritance tax planning options including:
• Gifting and exemptions
• Trusts
• Charity Donations
• Life Assurance
• Business Property Relief

The Estate Planning Seminar Timings -13/4/16
10.30am – Arrival
11am – 12pm – Presentation and questions
12pm – Sandwich lunch and discussion with Financial Advisers

Please note: The Financial Conduct Authority does not regulate Tax Advice, Trusts or Estate Planning.

Lonsdale Services operate offices in St Albans, Barnet, Harpenden, Leeds, Stafford, and Ware supporting a variety of wealth management and employee benefit clients with financial planning across the United Kingdom.

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