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Investment, Pension & Tax Planning Seminar and lunch

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Anstey Hall

Maris Lane

Trumpington

Cambridge

CB2 9LG

United Kingdom

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Event description

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"A highly characterful, amusing and informative event!"


Hear expert views to overcome the financial challenges and uncertainty associated with continuing low interest rates, rising inflation and taxation, and discover the proven ways to manage your money with confidence.

  • Inheritance Tax Planning - using Gifts, Trusts and Business Property Relief solutions

  • Tax Mitigation - covering Income Tax, Capital Gains Tax and Inheritance Tax

  • Pensions - understanding the new pension freedoms and how to use them

  • Investment Risk Recognition - the importance of identifying your particular appetite for risk and investing accordingly

Registration 09:30am, starting at 10:00am and followed by a complimentary buffet lunch at 1:00pm.


FAQs

Are there any age requirements for this event?

This event would be of most interest to private individuals aged between 50 and 75


What are the parking and accessibility options for the event?

The venue has ample parking and wheelchair access.


How can I contact the organiser with any questions?

Please email michelle.fulcher@sjpp.co.uk, or call 01603 618899


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Date and Time

Location

Anstey Hall

Maris Lane

Trumpington

Cambridge

CB2 9LG

United Kingdom

View Map

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