West Financial Management

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Investment & Inheritance Tax Planning Seminar

27/06/2014 – 1:45 pm – 4:30 pm

Pentillie Castle, Saltash PL12 6QD

Investment & Inheritance Tax Planning Seminar

You will be able to find out the latest information on how to make the best of your savings and investments, and to protect your investments so that more of your hard earned wealth can pass to the next generation. 

Our speakers will be:-

Helen West from West Financial Management. Helen has been a Financial Adviser for the past 24 years, specialising in investment and estate planning for the past 14 years.

Trevor Worth is the Director of Portcullis Legals. He has been giving expert legal advice for the past 25 years, specialising in Lasting Powers of Attorneys and how a Family Protection Trust could be of benefit to you.

After the presentation there will be a cream tea to enjoy in the beautiful setting of Pentillie Castle. It’s a date not to be missed – Friday 27th June 2014.

Please contact us to book for this event