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Events >
Free seminar - Saving money whilst protecting your wealth
7th May 2009
Halton Stadium, Lowerhouse Lane, Widnes, WA8 7DZ
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14th May 2009
Radisson SAS Hotel, 107 Old Hall Street, Liverpool, L3 9BD
Mitchell Charlesworth and EAD Solicitors would like to invite you and your colleagues to our ‘Wealth Protection’ Seminar. After a turbulent 2008 for the World’s economy and uncertain times that continue to follow, we aim to provide you with a look at what 2009/10 has to offer and how we can help you not only plan for your future, but save money in the process.
Programme |
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5.00pm |
Registration |
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5.20pm |
Chairman’s Introduction – John Leith, EAD Solicitors |
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5.30pm |
Making the most of trusts – Tim Adcock, Tax Partner, Mitchell Charlesworth
- The use of lifetime trusts for tax planning and wealth protection
- Some ideas for alternatives to trusts.
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5.50pm |
Pensions & Investments – Graham Oakes, Wealth Management Manager, Mitchell Charlesworth
- Investing in difficult times
- Review of traditional investments
- Some new ideas
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6.10pm |
How to save on inheritance tax - Tom Rimmington, EAD Solicitors
- Inheritance tax relief for spouses
- Lifetime planning
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6.30pm |
Q & A and buffet |
To book your place(s) please email sarah.aston@mitchellcharlesworth.co.uk or telephone Sarah Aston T: 0151 255 2300.
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