Date(s) - 07/03/2019
3:30 pm - 7:00 pm
Mercure Bradford Bankfield Hotel
BY INVITATION ONLY
I am delighted to invite you for afternoon tea and an Investment and Inheritance Tax (IHT) Planning Seminar on Thursday 7th March, in the lovely surroundings of Mercure Bankfield Hotel. This will present a great opportunity to meet with members of our Private Client Wealth Management team, and to hear more about our investment and IHT proposition.
With effective Inheritance Tax Planning you can stop 40% of your hard earned wealth being paid in tax, instead it can be given to your loved ones.
2019 looks certain to be an interesting one from a political standpoint, and we believe this will continue to create opportunities for investors going forward. We’d like to discuss some of these ongoing topics, such as the effects of rising inflation and the changes to the economic and political landscape, and how our repeatable and dynamic investment principles position us to meet client objectives on a consistent basis and explore the Private Clients Investment Outlook for 2019.
We will be joined by Gary Lowe and Sean Rabbitt, Senior Wealth Managers who will discuss whether now is a good time to invest, IHT planning options and an opportunity to ask those burning questions.
I do hope that you are able to join me and selected guests for what promises to be a thoroughly enjoyable discussion.
15:30 – Guests arrival
16:00 – Afternoon Tea is served
17:00 – Seminar, questions and a chance to chat to the team
18.00 – Close
To confirm your attendance, please let us know or register above.
If you’ve got any questions or special dietary requirements, please email or call us.