01727 837161

Seminar - Preserving your wealth in an uncertain world

01 September 2017

Date: Thursday 5 October
Time: 10.45am or 2.15pm
Venue: Ivy House, 107 St Peter's Street, St Albans, Hertfordshire, AL1 3EW

Following the dramatic developments of 2016, events have continued to move at a rapid pace in 2017 and the Government, after triggering the countdown to Brexit called a snap general election on 8 June. Meanwhile, France has a new President, with further European elections to come. Markets have remained relatively calm, but what is the outlook for the future?

Working in partnership with Tilney we are hosting a seminar that will highlight the legal and investment issues including:

  • Understanding Inheritance Tax - including the recently introduced Residential Nil Rate Band (RNRB)
  • Maximising reliefs and allowances
  • Defining your goals and the importance of a plan
  • Using pension plans to pass on your wealth
  • Effective use of trusts
  • Importance of wills and lasting powers of attorney

Market review: Tilney will focus on how markets have performed so far in 2017 and where they think they may be heading over the coming years and beyond. They will also explain the way they help clients to achieve their financial planning objectives in these uncertain times.

Secure your place today
We are hosting two seminars on Thursday 5 October, the details are as follows:
10.45am - registration
11.00am - seminar and Q&A session
12.30pm - light finger lunch


2.15pm - registration
2.30pm - seminar and Q&A session
4.00pm - cream tea

To confirm your place, please email events@debenhamsottaway.co.uk or call 01727 735619 stating your preferred session time. If you would like to bring a guest or friend, include their details when replying. We look forward to welcoming you at one of our seminars.

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