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Financial Planning & Networking Lunch.
Wed 19 October 2016, 12:00 – 14:00 BST
Join us On Wednesday 19th October.
Have a COMPLIMENTARY lunch and networking to help you improve your overall wealth using proven financial planning strategies
Join us for an 2 hours, to review your current position/goals, and discuss the available planning options and potential pitfalls.
We would like to offer you the opportunity to attend one of our financial planning days for a presentation with one of our financial advice team followed by lunch and networking.
This is a great chance to review your personal and business planning strategies and discuss the financial planning that is relevant to you.
Some key areas that we will discuss are:
- The key changes to retirement planning landscape.
- Explore the best ways for you to efficiently accumulate your wealth up to your business exit/retirement.
- Preparing for the future now, so that you have the appropriate structures in place, to minimise personal tax and maximise flexibility.
- Preserve and Protect the value of your wealth for your family, avoiding inheritance tax where possible.
We want to ensure that you are efficiently accumulating, protecting appropriately and minimising tax where you can.
Book now as there are limited spaces avaiable.
Find our more about us here http://www.agsdudley.co.uk