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This event is about Inheritance Tax and Estate Planning

Dr Alexis Manning
admin@welshlocums.co.uk
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Wesleyan Group offers Financial Advice: Retirement Planning l Investing l Funding l Insurance

 

 

 

Wesleyan Financial Services are hosting a webinar on the world of estate planning. A topic many of us may not enjoy thinking about, but one that"s so important to ensure your assets are dealt with as tax efficiently as possible after your death. Topics we"ll be covering include:

. What is an estate planning strategy?
. What could happen?
. What is Inheritance Tax (IHT)?
. What are your options?
. What else should be considered?
. What are your next steps?

We are here to help
 
The webinar will last around 30 minutes, with plenty of opportunities to ask questions. You can then arrange a follow-up no obligation financial review with one of our Specialist Financial Advisers, should you wish to discuss your personal circumstances in more depth. CPD certificates can also be supplied, if required.

When are they taking place?
 

What

When

Who

Book

Estate Planning

Wednesday 30th March @ 7pm

Jeremy Holt and Jackie Hutchinson

CLICK HERE

Spread the word
 
Although spaces are limited, please feel free to pass this invite onto friends or colleagues who you feel may be interested in learning more about the topics above. 

If you"re unable to attend but would like to book an appointment with a Specialist Financial Adviser, you can do so by clicking here.

We look to forward to welcoming you on the webinar.

Kind Regards 

Natasha Davis  
Customer Relationship Manager

Natasha.davis@wesleyan.co.uk
07717 224567

 

Financial Advice: Retirement Planning • Investing • Funding • Insurance

 

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The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

‘WESLEYAN’ is a trading name of the Wesleyan Group of companies.
 
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society. Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR. Calls may be recorded to help us to provide, monitor and improve our services to you.

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