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Telephone: 0191 284 4411

Seminar: Wealth preservation and your succession planning, Durham, Thursday 9th May 2019

About this Event

UHY Torgersens, Jacksons Law Firm and Active Chartered Financial Planners would like to invite you to attend a free wealth management seminar covering ‘Wealth preservation and your succession planning’.

Date:

Thursday 9 May 2019

Timings:
8am – 10.30am

Venue:
Durham County Cricket Club, Emirates Riverside Cricket Ground,  Chester-le-Street,  DH3 3QR

Agenda

8am Registration, networking and breakfast
8.30am Introduction
8.35 – 9.35am Talks from Martin Johnson, Andrew Steel and James Robertson (see more info below)
9.35 – 9.45am Q&A
9.45 – 10.30am Further networking and finish

Session details

Martin Johnson, Partner
UHY Torgersens Chartered Accountants

  • Maximising your share from your business and investments
  • Don’t volunteer to pay Inheritance Tax if you don’t have to!
  • Do you know where your wealth is and what it’s worth? A regular healthcheck ensures maximum returns

Andrew Steel, Associate Solicitor
Jacksons Law Firm

  • Why it’s important to make and review your Will regularly in the ever changing, fast pace of modern life
  • How to pass on and protect your digital assets on death or mental incapacity

James Robertson, Chartered Financial Planner
Active Chartered Financial Planners

  • Using a pension to take more from your business
  • Using your pension flexibly to minimise tax in retirement
  • Using your pension as a tax-free inheritance for your loved-ones

Please feel free to extend this invitation to anyone you think may be interested in attending.

To reserve a place on this free event: 
Please call Fiona Duckworth on 07940 184 650 or e-mail

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