Venue: Chewton Glen, New Forest, New Milton BH25 6QS
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
- Pension Planning
- Tax Efficiency
- Long Term Care
- Estate Planning
Guest Speakers: Lee Young Wills & Tax Partner, Frettens Solicitors
Lee is qualified as both a solicitor and chartered tax adviser. He qualified as a solicitor in 1996, and is a full member of the Society of Trust & Estate Practitioners before becoming a member of the Chartered Institute of Taxation in 2003. Lee will provide an overview on the importance of making a Will and Lasting Power(s) of Attorney* and will discuss the role and choice of an Executor/Trustee/Attorney.
If you would prefer a one to one meeting with one of our advisers, please email
email@example.com or contact us on 01202 059015.
*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.