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Annual Wealth Preservation Seminar

24 October @ 10:00 am - 2:00 pm

Join us for our second Wealth Preservation Seminar this Autumn.

Discover how to manage your wealth effectively at our annual  event led by our Wealth Management and Tax experts.

  • Tax Planning Tips
  • Passing on Wealth— How hard can it be?
  • Investment Markets and the impact of Brexit
  • Probate support and advice services
  • Wealth Management advice

 

AGENDA

10.00am  Arrival and Registration

Tea and coffee

 

10.25am Welcome and Introduction

Philip Peters, Tax Partner & Chairman, Whiting & Partners

 

10.30am  Tax planning tips & traps 

Barbara Nicholas, Tax Partner, Whiting & Partners

 

11.00am Passing on Wealth – How hard can it be? 

Brian Radbone, Head of Technical Services, Transact

 

11.30am Refreshment break

 

11.45am Investment Markets and the impact of Brexit 

Alexis Gray, Senior Economist, Vanguard Investment Strategy Group

 

12.30pm Introduction to Whiting & Partners Probate Services 

Philip Peters, Tax Partner & Chairman, Whiting & Partners

 

12.45pm Whiting & Partners Wealth Management – Summary & Close 

Richard Franks, Senior Financial Planner, Whiting & Partners Wealth Management

 

1.00pm Lunch

 

2.00pm Event close

 

To book your place please email Victoria Stokes at victoriastokes@whitingandpartners.co.uk or call 01284 752313. Places are limited and will be offered on a first-come first-serve basis.

Details

Date:
24 October
Time:
10:00 am - 2:00 pm
Event Category:

Organiser

Victoria Scott
Phone:
01284 752313
Email:
victoriascott@whitingandpartners.co.uk

Venue

Huntingdon Racecourse
Huntingdon Racecourse, Brampton
Huntingdon, PE28 4NL
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