Complimentary Inheritance Tax & Intergenerational Wealth Planning Seminar

Join experts from Forbes Solicitors Wills, Probate, Tax & Trusts departments and Schofield & Associates Financial Planning Ltd. department as we explore the complexities of passing your wealth down from generation to generation. This exclusive client event is designed to equip you with the knowledge and tools you need to navigate the intricacies of estate planning.

Speakers

Victoria Motley

Wills, Probate, Tax & Trusts Partner - Forbes Solicitors

Elizabeth Whitaker

Wills, Probate, Tax & Trusts Senior Associate - Forbes Solicitors

Paul Schofield

Director and Financial Adviser - Schofield & Associates Financial Planning Ltd.

Tom Howcroft

Contentious Trusts & Probate Partner - Forbes Solicitors

Don't miss out on this opportunity to engage and learn from industry-leading experts as well as enjoying breakfast.

'The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances'

We reserve the right to cancel bookings at our discretion.

Schofield & Associates Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. SJP Approved **/**/xxxx

Host or Publisher Forbes Solicitors