Rosewood Wealth Management are inviting you to an open seminar where you’ll learn how to shield and sustain your wealth. Taking place Wednesday 1st July.
What to expect
This short, free seminar is ideal for those looking to make their money go further and prevent losing out to inheritance tax.
As inherited pensions are to be included in inheritance tax, gain clarity and guidance from expert speakers to best manage this new uncertainty.
The three key speakers in attendance are:
- Dave Fewtrell – Aberdeen Investments
Mind Over Markets: How behavioural biases shape decisions under pressure - Annabelle Heath – Downing Investment
How business relief can help protect your estate from Inheritance Tax - Ellie Whitehead & Anne Rogers – Best Solicitors
Your Will, Your Way: Why planning ahead matters
Complimentary lunch and refreshments will also be provided.
How to attend
Interested in attending this free seminar on how to shield and sustain your wealth?
Register with Rosewood Wealth Management through their event page.
This event is organised by Rosewood Wealth Management.
