wealth management seminar

WEALTH MANAGEMENT - WHAT IF YOU HAVE A PLAN!

This event is now fully booked.

If you would like to lodge your interest in attending a future event on this subject, please complete the booking form making a note in the comments box.

Wealth Management without the management is just wealth, and wealth can be quickly eroded in retirement.  Perhaps now is the time to think about a plan?

- A plan that allows you to take control of your money in a way that means you can prevent that erosion.
- A plan that can look into the future and understand how your financial requirements are likely to change.
- A plan that deals with succession efficiently so that your wealth is passed on as you wish.

Make sure you are not caught out by circumstances changing beyond your control and come to our free seminar where you will learn how to identify the planning opportunities that are available to you.

Date: Wednesday 12th October 2011 Christ’s Hospital School
4.30pm registration (for 5.00pm start)

Our Wealth Management team brings together a unique mix of experts across tax consultancy, financial planning, wills, trusts, probate and powers of attorney. With the help of a case study, they will review the various routes available to you with the aim of creating a comfortable retirement. By the end of the session you will understand:-

● How you can be in control of your money.
● How to increase the value retained by future generations.
● How to identify the pitfalls you need to avoid.

The team will also be available as both a panel and individually to answer any questions you may have.

To reserve your free place, please call Alison Saxby on 01403 253 282, or email events@spofforths.co.uk.