Sign up for Lonsdale Service’s free Inheritance Tax Planning Seminar – 13/10
Thursday 12 May, 2016
Lonsdale Service’s St Albans Independent Financial Advisers offer free Inheritance Tax Planning Seminar
The Lonsdale Services St Albans team invite you and a guest to our FREE Inheritance Tax Planning (IHT) Seminar on Thursday 13th October at Verulam Golf Club, St Albans, Hertfordshire, AL1 1JG.
Richard Porter, Independent Financial Adviser, St Albans said: ‘We have hosted several pension seminars recently and have had really good feedback. Many of our guests want financial advice, especially on pension and general financial planning. One of the topics that people want to learn more about is estate planning as the inheritance tax rules will change in 2017. To find out if the new legislation will affect you and what action to take if it does attend our free IHT seminar by emailing Sally Danks at sdanks@lonsdaleservices.co.uk or call 01727 845500’
The presentation will discuss possible inheritance tax planning options including:
- Gifting & exemptions
- Trusts
- Life Assurance
- Business Property Relief
- Charity Donations
The Estate Planning Seminar Timings - 13/10/16
2.00pm – Arrival: Afternoon Tea
2.30pm – Presentation and questions
3.00pm – Discussion with 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 Sally Danks on sdanks@lonsdaleservices.co.uk.
Please note: The Financial Conduct Authority does not regulate Tax Advice, Trusts or Estate Planning.
