Free Inheritance Tax Planning Seminar in Shaftesbury

March 13, 2017

Why should you care about tax on your assets?

You are invited to a topical seminar on Inheritance Tax Planning, Wills, Bank of Mum & Dad, Safeguarding your Digital Assets and Long-Term Care. Nat West Bank have brought together Leading Chartered Accountant and Independent Advisors Ward Goodman and Specialist Local Law firm Farnfields Solicitors, to present a seminar for anyone concerned about managing their legal and financial affairs.

This seminar exposes the impact of various statutory taxes on individuals who build up wealth through acquiring property and other assets.  It will highlight the importance of having a strategy to work out what income is needed later in life and in planning for what happens to your money after you die. Join us and find out how to tackle will writing, get financial support for friends and family, and how to safeguard your assets.

Paul Thompson from Canada Life’s ican Technical Services Team, has been invited by Ward Goodman to give an Introduction of the New Residence Nil Rate band in effect from April 2017, and its impact on estate and Inheritance Tax Planning moving forward.

Elizabeth Neame, Senior Associate Solicitor from Farnfields Solicitors will be covering topics such as wills, Bank of Mum and Dad and the challenging subject of Safeguarding Your Digital Assets.

Experienced Independent Financial Advisor Adrian Seager from Ward Goodman, offers solutions for Long-term Care and the options around releasing  value from your home.

If you would like to join us, the seminar will take place from 10am until 12.30pm on Thursday 4th May at the Grosvenor Arms, High Street, Shaftesbury, followed by a complimentary light lunch.

To book your place, call Ward Goodman’s Shaftesbury office on 01747 835435

Download your Invitation here : Shaftesbury Inheritance Tax Planning Seminar


Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

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