Venue: Castle Hotel, Castle Green, Taunton, TA1 1NF
Buffet Lunch: 1:00pm
Our exclusive seminars have been arranged to give you the knowledge to help you develop a successful financial strategy.
We are sure you will find our seminar highly informative and enjoyable. The presentation will be followed by a lunch and will provide you with the opportunity to discover what the experts are doing in this unprecedented financial climate.
- Investment Planning
- Inheritance Tax Planning
- Pension Planning
- Tax Year End Planning
- Tax Efficiency
- Long Term Care
- Estate Planning
- Lasting Powers of Attorney – the “Why” “What” and “How”
- Exploring both “Property & Finance” and “Health & Welfare” Lasting Powers of Attorney.
- The importance of ensuring that you and your family prepare these documents emphasising the potential difficulties if they are not.
- Comparing the documents to the older Enduring Power of Attorney and the circumstances when they may no longer work as intended.
If you would prefer a one to one meeting with one of our advisers, please email
firstname.lastname@example.org or contact us on 01202 059015.
Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and is not regulated by the Financial Conduct Authority.