Venue: Macdonald Bath Spa, Sydney Road, Bath BA2 6NS
Date: 25th March 2020
Buffet Lunch: 1:00pm
Our exclusive seminars have been arranged to give you the knowledge to help you develop a successful financial strategy.
We are sure you will find our seminar highly informative and enjoyable. The presentation will be followed by a lunch and will provide you with the opportunity to discover what the experts are doing in this unprecedented financial climate.
- Getting to grips with Inheritance Tax – protecting and passing on your legacy to your loved ones in the most tax efficient way.
- Making your money last longer – we’re all on average living longer, healthier lives. We’ll look at the proven ways you can: enjoy a comfortable retirement; tackle the fear of running out of money and make the most of all your annual tax allowances.
- Coping with the cost of long-term care – More of us will need some form of care in later life, we will help you to understand the options and costs; how to avoid the pitfalls and maintain the standard of living for you and those closest to you in older age.
If you would prefer a one to one meeting with one of our advisers,please email email@example.com or contact us on 01202 059015
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.