The event will be hosted by Ross Harris and a special guest speaker Iain Mcleod, Private Client Investment Consultant at St. James’s Place Wealth Management. Iain will be speaking to you about Estate Planning and how you can pass on your assets to your loved ones without HMRC being the main beneficiary.
The presentation will last for approximately 60 minutes, and there will be an opportunity for some Q&A following Iain’s presentation. We would also encourage any questions beforehand to be sent to my Events Manager Rachel Spence.
If this event is of interest to you, you can register by using the link below which will take you to Eventbrite to register your details. Once you have registered your details, you will be sent an email with the joining instructions. Alternatively please do not hesitate to contact my Events Manager Rachel Spence and she would be happy to register you for the event personally. Rachel can be reached either via phone on 01924 881234 or via email at rachel.spence@sjpp.co.uk.
To Register Please Click Here – How to ensure you don’t leave your family with an avoidable tax bill
The event is also open to family, friends and colleagues that you feel would find the event of interest. Please do not hesitate to forward the above registration link should you think someone you may know be interested in attending.
If you have any questions, please do not hesitate to contact Events Manager Rachel who would be more than welcome to answer any of your queries – 01924 881234 or via email at rachel.spence@sjpp.co.uk.
