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.