We are delighted to invite you to our Annual Estate Planning Seminar, where our expert speakers will present on tax matters for your lifetime and beyond. As this involves passing wealth efficiently from one generation to the next, you might want to consider bringing along a family member.
Speakers from our team of experts will include: Julian Broom, Chief Investment Officer; Julian Smith, Head of Tax; Peter Webb, International Tax Manager; and Dale Butcher, Tax Manager.
We will provide:
- Key insight on current tax matters.
- A longer-term perspective which will consider how prudent tax planning now will affect your, and your family’s, future.
- Guidance on how to manage these factors to your wealth.
- Information on Estates matters, such as Will writing, Powers of Attorney and Estate administration.
|Cheltenham||Tuesday 3 September||1100 – 1430||Sudeley Castle|
|Exeter||Wednesday 11 September||1100 – 1430||Sandy Park|
|Chichester||Tuesday 17 September||1100 – 1430||Goodwood Hotel|
|London||Friday 20 September||1100 – 1430||Royal Society|
To register, please complete the form below selecting your preferred location and providing your guest’s details.
Please note that these seminars may be recorded and photographed for use on our website for future use. Any recording will focus on the speaker and content of the seminar.