Wealth preservation and your succession planning seminar – (Durham, Thursday 9 May 2019)

 

 

 

 

 

About this Event

UHY Torgersens, Jacksons Law Firm and Active Chartered Financial Planners would like to invite you to attend a free wealth management seminar covering ‘Wealth preservation and your succession planning’.

Date:

Thursday 9 May 2019

Timings:

8am – 10.30am

Venue:

Durham County Cricket Club, Emirates Riverside Cricket Ground,  Chester-le-Street,  DH3 3QR

Agenda

8am Registration, networking and breakfast
8.30am Introduction
8.35 – 9.35am Talks from Martin Johnson, Andrew Steel and James Robertson (see more info below)
9.35 – 9.45am Q&A
9.45 – 10.30am Further networking and finish

 

Session details

Martin Johnson, Partner
UHY Torgersens 
Chartered Accountants

  • Maximising your share from your business and investments
  • Don’t volunteer to pay Inheritance Tax if you don’t have to!
  • Do you know where your wealth is and what it’s worth? A regular healthcheck ensures maximum returns

Andrew Steel, Associate Solicitor Jacksons Law Firm

  • Why it’s important to make and review your Will regularly in the ever changing, fast pace of modern life
  • How to pass on and protect your digital assets on death or mental incapacity

James Robertson, Chartered Financial Planner
Active Chartered Financial Planners

  • Using a pension to take more from your business
  • Using your pension flexibly to minimise tax in retirement
  • Using your pension as a tax-free inheritance for your loved-ones

Please feel free to extend this invitation to anyone
you think may be interested in attending

To reserve a place on this free event: 

Please call Fiona Duckworth on 07940 184 650 or e-mail fiona@uhy-torgersens.com