Joined up thinking about your future

April 22, 2013
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On 18th May, our very own tax specialist, Anne Irvine, Duncan Macpherson from Blacktower Financial Advisers and Katherine Carroll from Ormerods Solicitors joined together to produce a seminar on planning your future.

It was a successful event at Cannizaro House with a great turnout of attendees adn delicious afternoon tea and cakes.

The team provided a set of three case studies to illustrate their information: 

Pension planning and Long Term Care – Recent changes and strategies – some simple truths amidst the rhetoric

Wills, Trusts and Good Housekeeping – Ensuring your wealth passes to your preferred beneficiaries

Benefiting from your assets – Maximising income for a new life style

For more information, please contact Anne Irvine.

 


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