Preserve your wealth

15th October 2018

Discover how to manage your wealth effectively at our annual event led by our wealth management and tax experts. There will be three presentations followed by a light lunch – a great networking opportunity.

  • Tax planning tips & traps

Barbara Nicholas, Tax Partner at Whiting & Partners

  •  Passing on Wealth – How hard can it be?

Brian Radbone, Head of Technical Service at Transact

  •  Investment Markets and the impact of Brexit

Alexis Gray, Senior Economist at Vanguard Investment Strategy Group

 

We will also be introducing our probate services, offering you the invaluable opportunity to speak to our probate advisers. Our team of experts and our guests speakers will be on hand for networking during the lunch break to chat about the various opportunities and services available to you.

The event is being held on Wednesday 24 October from 10am-1pm at Huntingdon Racecourse, Brampton.

You can view the agenda here – Agenda

Places are limited so book your FREE place now by calling Victoria Stokes on 01284 752313 or by email at victoriastokes@whitingandpartners.co.uk.

 



 
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