St Albans Financial Advisers offer FREE Inheritance Tax Planning seminar
Tuesday 11 October, 2016
The Lonsdale Services St Albans financial planning team invite you and a guest to attend our FREE inheritance tax planning seminar on Thursday 13th October at Verulam Golf Club, St Albans, Hertfordshire, AL1 1JG.
Richard Porter, independent financial adviser, Lonsdale Services St Albans said:
‘We are organising an inheritance tax planning seminar because many of our clients would like to know more about estate planning and learn how the inheritance tax rules will change in 2017. We have recently hosted several pension seminars that have been well attended. If you want to know how the new estate planning legislation will affect you and what steps you need to take to protect your estate sign up for the seminar. Contact Sally Danks on 01727 845500 or email sdanks@lonsdaleservices.co.uk’
Topics to be covered at the estate planning presentation
The Estate Planning 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
If you would like to attend the event 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.
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