FINANCIAL EDUCATION SEMINAR
Our Seminar program is aimed at providing informative presentations from experts in their fields, helping to deliver better financial awareness for those important financial decisions we all have to make.
The next event will take place on the 7th October 2010 at 6.00pm at the Best Western Manor Hotel adjacent to the A2/M2 motorway. The presentations will last for approximately 1 hours 30 minutes, and we will be serving cheese and wine with the opportunity to chat to the speakers following the presentations.
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WHY YOU NEED TO KNOW ABOUT WILLS & TRUSTS
The majority of wills in the UK are not updated regularly to take account of changes in circumstances. Errors can often make them ineffective or result in more inheritance tax being paid than necessary. An effective will is something that everyone should have particularly if you have dependants.
- Have been married before or have children or grandchildren outside of marriage
- Wish to protect your estate for your children
- Own multiple properties
- Own a business
HOW YOU CAN MANAGE (& GROW) YOUR PENSION
Most people do not manage their pension, and therefore do not get the most out of it. For most people, their pension is the largest investment after their house, and yet they only look at it once a year. Through three different strategies you can increase the growth and future income on your pension. But you need to act now - every day makes a difference.
You should attend this if you would like to learn about:-
- How to reduce the fees and charges on your pensions
- How to increase the returns on your pensions
- How to claim the unclaimed tax relief that you are probably due
- How to ring fence your pension so that only your family get it if you die
THE SECRET OF GOOD INVESTMENT
If you are unsatisfied with the returns on your savings or poor growth on your investments then you must attend this seminar. Since we began educating people on how to manage their savings and investments we have been able to increase their returns and reduce the risk of those investments.
You should attend if any of the following applies to you:-
- Do you have savings exceeding £50,000
- Do you receive income from your savings
- Do you want to reduce the risk of your investments
- Are you looking to make a lump sum or regular investment in the future
The value of pensions & investmements can fall as well as rise. You may not get back the original amount invested. Wills & Trust planning is not regulated by the Financial Services Authority.
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