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Little Stoke Cricket Club

Uttoxeter Road


ST15 8RZ

United Kingdom

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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.



Registration and coffee


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


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

- An introduction to financial planning

- Investment strategies in uncertain times

- Tax planning opportunities


Comfort break


A quick note from our nominated charity


Steve Timmis FCCA - Sempar Accountancy & Tax

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

- Extracting money from your business tax efficiently


Questions to the panel


Lunch & Refreshments

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Little Stoke Cricket Club

Uttoxeter Road


ST15 8RZ

United Kingdom

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