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Joined up thinking about your future

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.

 

Amanda Menassa

Amanda graduated from Brunel University, with a joint honours degree, achieving a BSC and BA degree in Leisure Management and Television and film studies. Amanda started her career in a customer service role before joining the hotel group Le Meridien as an Events coordinator, she was in the hotel industry for seven years and during her time won an award from a major international airline for her outstanding attitude and dedication to customer service, which she achieved while working for the Rezidor hotel group in the position of Airline Crew Manager. Amanda has over 20 years experience in customer relations and event management.

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