Client Events

Client Events - "Preparing For The Third Age"

Please note that for the duration of the Coronavirus Pandemic Outbreak

all meetings will be conducted online

viaZoom Videoconferencing.

"Preparing For The Third Age"


Presenting a generic overview of the financial planning needs and  solutions that can be provided for clients who are aged 50 & over.

Topics include;

Pensions Freedoms

Tax Efficient Investing

Making Sure Your Will is "Trust" Worthy

Minimising Inheritance Tax

If you are interested in attending an event in your area, please complete the form below:

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