Securing Your Future: Retirement and Inheritance Tax Planning

Securing Your Future: Retirement and Inheritance Tax Planning

  • ALL AGES

An evening with Castell Wealth Management dedicated to helping you understand all aspects of retirement planning and inheritance tax

By James Parfitt - Castell Wealth Management

Date and time

Tue, 27 May 2025 18:30 - Sun, 1 Jun 2025 19:30 GMT+1.

Location

Caversham Heath Golf Course

Chazey Heath Reading RG4 7UT United Kingdom

Agenda

Pensions - The important bits

Are you on track & how much will you need in retirement?

Managing taxes in retirement

Estate Planning & Inheritance Tax

Case Studies & Questions

About this event

  • Event lasts 5 days 1 hour
  • ALL AGES
  • Free venue parking

Securing Your Future: Be Ready for Retirement

Join us at Caversham Golf Club for an informative workshop designed to equip you with the knowledge and tools needed for a secure and comfortable retirement, and to understand the key considerations of Inheritance Tax.

Whether you're just starting to think about retirement or are nearing retirement age, this event will provide valuable insights and actionable strategies to help you plan effectively.

The workshop will be run by James Parfitt, a financial adviser from Castell Wealth Management.

Drinks will be provided.

Organised by

James Parfitt - Castell Wealth Management