Venue: Mercure Southgate, Southernhay East, Exeter EX1 1QF
Date: 15th April 2020
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 provide you with the opportunity to discover what the experts are doing in this unprecedented financial climate.
- How and when to retire – understanding the choices you have, to retire when you choose, knowing you’ll have the money you need.
- Making your money last longer – We are all on average living longer, healthier lives. We’ll look at the proven ways you can withdraw your pension and make the most of all your annual tax allowances.
- Using your wealth to help family members – whether now or in the future, there are tax efficient ways that you could support them.
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
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.