Protecting your wealth

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Date(s) - 27/03/2019
8:30 am - 10:30 am

Stanley House Hotel & Spa


Delivered in partnership with Pierce Accountants, JMW Solicitors and Pareto Financial Planners.

Hear our panel of experts resolve the challenges of estate planning during a live case study, featuring an entrepreneurial business owner.
We discuss the following topics:-
  • Tax planning, permitted within the rules set by HMRC
  • Succession planning and how this affects you, your family and your business
  • The importance of pre/post nuptial agreements
  • How astute financial advice can assist families for generations
  • The use of family investment companies, bespoke articles of associations and shareholders agreements


Bookings are closed for this event.