Seminar
Protecting Your Assets Seminar
A free one-hour seminar presented by Jeremy Wilson, followed by refreshments and an opportunity to ask personal questions.
Next date
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Presenter
Jeremy Wilson has extensive experience giving seminars on wills, trusts, tax, care planning and powers of attorney. He has lectured for Age UK, Mencap, Alzheimer’s Society and various post-retirement associations.
Seminar details
- Location: Portfield Hall, Christchurch BH23 2AQ
- Frequency: Last Friday of every month
- Duration: 1 hour, followed by refreshments and opportunity for personal questions
Topics covered
- How Inheritance Tax (IHT) can affect your estate
- Long-term care and risks to your assets (down to £14,250)
- Methods to protect capital from IHT and care costs
- Interaction of IHT and Capital Gains Tax for gifts and ways to minimise tax
- Importance of setting up Lasting Powers of Attorney
Booking
Call 07713 821686 or email jeremy@wilsonswill.co.uk.