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Our annual Private Client Seminar will be held at The Holiday Inn West in Peterborough on Wednesday 16 May, with expert speakers Richard Borrington, a financial planner from Rawlinsons P.I.P Limited, Simon Watts, Senior Investment Manager from Boolers and Rawlinsons senior director Julie Bloodworth, who specialises in IHT and estate planning. The agenda will cover:
Final Salary Transfers
Should I transfer away from my Final Salary pension? Richard details the key considerations relating to this much discussed hot topic.
Having worked hard to pay off the mortgage and build up your savings, Richard explores how to structure your finances to ensure they don’t run out in retirement.
We have seen another year full of surprises in the global economy. Simon reviews the options for those who are already invested and those investing for the first time.
IHT and Estate Planning Update
Julie will provide an update on IHT and estate planning, with a focus on the residence nil rate band and the use of pensions to create tax saving opportunities.
Registration for the free of charge event will commence at 5.15pm, with the presentations running between 5.30pm and 7pm, after which refreshments and canapés will be served to allow for further discussion with the experts.
If you would like to book your place(s) please email firstname.lastname@example.org by 10 May or call 01733 568321. Your early response would be appreciated and confirmation will be sent to you on receipt of your booking. Please also extend this invitation to any friends or family you feel will benefit from the seminar.