West Financial Management

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Investment & Inheritance Tax Planning Seminar

19/03/2014 – 1:45 pm – 4:00 pm

Thurlestone Hotel, Nr Kingsbridge TQ7 3NN

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 & topics are:-

Inheritance Tax Planning – Helen West. West Financial Management
Wills, Lasting Powers & Trusts – Helen West, West Financial Management
Investments Update – Mike Gerrard, Brewin Dolphin
Investing for Maximum Income – Mike Gerrard, Brewin Dolphin

Please contact us to book for this event