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Events

Come and see us at one of our nationwide events

Managing your Wealth Autumn 2017 Workshops: Prepare for the Unexpected

Date: 21 November - 30 November 2017
Venue: Various - see below
Time: 10:30am - 2:00pm
Cost: FREE

managingwealthautumn2017


PREPARE FOR THE UNEXPECTED...


Announcing our complimentary 'Managing your Wealth' series of workshops for autumn 2017.

The events run from 10:30am until 2pm. Refreshments and a buffet lunch will be provided.


WORKSHOP OVERVIEW

  • How effective wealth planning can protect you from the unexpected
  • How simple planning can increase tax efficiency in retirement
  • The importance of adapting planning to reflect changing priorities in later life, such as succession and IHT planning
  • Case study scenarios to help you better understand planning opportunities
  • An update on the recent changes to legislation and the planning opportunities created

HOW TO BOOK

If you would like to attend the event, register for free by filling out the form to the right, or by clicking here. Alternatively, please email Jordan Storey-Knott with your details to events@mattioliwoods.com.