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A Guide to Intergenerational Wealth Planning with CMP Financial

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Putteridge Bury

Hitchin Road

Luton

LU2 8LE

United Kingdom

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CAN YOU AFFORD NOT TO FIND OUT THE ANSWERS TO THESE QUESTIONS:

  • Tax - how can I provide support but minimise tax?
  • Erosion - can my family manage wealth?
  • Conflict - how can we avoid arguing over money?
  • Virtues - how can I instil the right attitudes?
  • Balance - how can I help but not undermine my future?

You will hear practical, understandable and highly effective ideas in a relaxed environment, that will prove invaluable to you and your loved ones.

The presentation will tackle the issues mentioned above and provide information that will both clarify the issues and point to strategies that will apply to your own situations. This would naturally be followed by a personal meeting and report directed to specific solutions for you and your family.

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Date and Time

Location

Putteridge Bury

Hitchin Road

Luton

LU2 8LE

United Kingdom

View Map

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