Free

Event Information

Share this event

Date and Time

Location

Location

Little Stoke Cricket Club

Uttoxeter Road

Stone

ST15 8RZ

United Kingdom

View Map

Event description

Description

Brexit, volatile markets, changing tax rules and laws are making the current environment particularly challenging. Whether you are looking to build your wealth, reduce your tax liability or to protect your hard earned money for the next generation, making decisions from a position of knowledge has never been more important.

Stonegate Wealth Management, Nowell Meller Solicitors and Sempar Accountancy & Tax – all Staffordshire based firms, will be covering topics that could make a real difference to your current or future financial situation.

The seminar will include the following topics:-

  • How to take your financial future seriously and invest appropriately for your needs.

  • How to take a sustainable income from your money

  • How to minimise your Inheritance Tax Liability

  • How to plan for Long Term Care

  • How to structure your affairs to legitimately reduce the amount of tax you pay

  • How to extract money from your business in a tax efficient way.

A brief introduction to the speakers:


Steve Hendry DipPFS Cert(CII) EFA

Managing Director of Stonegate Wealth Management, a firm of Independent Financial Advisers based in Stone, specialising in retirement planning, investments and trust creation.

Jemma Blake LLB Hons

A Private Client Solicitor from Nowell Meller Solicitors based in Stafford and Stoke, specialising in Wills, Power of Attorney and Probate.

Steve Timmis FCCA

Managing Director of Sempar Accountancy and Tax based in Newcastle-under Lyme, specialising in all aspects of personal and business accounting & strategy.

Each session will be appromimately 30 mins long, with the chance for you ask questions to the panel at the end. This will then be followed by a buffet lunch and refreshments.

The event will be held at the Little Stoke Cricket Club, Stone, ST15 8RZ. Spaces are limited so please book early.

Programme

10.00am

Registration and coffee

10.30am

Jemma Blake LLB Hons - Nowell Meller Solicitors

- The current Inheritance Tax rules and how to minimise your liability

- The importance of having the right Will

- The changing face of Power of Attorneys and Long Term Care

11.00am

Steve Hendry DipPFS CertCII(FS) EFA - Stonegate Wealth Management

- An introduction to financial planning

- Investment strategies in uncertain times

- Tax planning opportunities

11.30am

Comfort break

11.45am

A quick note from our nominated charity

11.50am

Steve Timmis FCCA - Sempar Accountancy & Tax

- Current tax allowances and how to make the most of them

- Extracting money from your business tax efficiently

12.20pm

Questions to the panel

12.30pm

Lunch & Refreshments

Share with friends

Date and Time

Location

Little Stoke Cricket Club

Uttoxeter Road

Stone

ST15 8RZ

United Kingdom

View Map

Save This Event

Event Saved