Practical steps to secure and protect your family’s wealth

Join us for Practical steps to secure and protect your family’s wealth!

This in-person event will be held at Cafe AB, Arighi Bianchi, where we will discuss essential strategies to safeguard your assets for future generations. Learn from experts in the field and gain valuable insights on financial planning and protection. Don't miss out on this opportunity to take control of your family's financial well-being. Reserve your spot today!

Practical steps to secure and protect your family’s wealth

Are you aware of whether your estate would be liable for Inheritance Tax (IHT) upon your passing? Do you have appropriate measures in place to safeguard the inheritance of your beneficiaries?

We're excited to invite you to a free event hosted by bennettbrooks Chartered Accountants, Kingswood Group Wealth Management, and SAS Daniels Solicitors. Our aim is to provide you with practical guidance on Inheritance Tax planning, empowering you to make informed decisions for the future.

Our speakers offer a wealth of experience:

Anthony Whittaker –bennettbrooks Accountants. With nearly two decades of experience in tax and accountancy, Anthony specialises in trusts, estates, and lifetime tax planning. As a qualified Trust and Estate Practitioner (STEP) he's dedicated to helping you navigate this complex landscape.

Justine Clowes - Justine jointly leads the SAS Daniels Solicitors Macclesfield office and heads their private client team. She has a passionfor serving older and vulnerable individuals and specialises in estate planning, advising on Wills and and care home fee funding. Justine brings extensive experience, as a former chair of Solicitors for the Elderly and a fully qualified member of STEP.

Vicky Timothy - Vicky, a partner in the wills, trusts, and probate team at SAS Daniels Solicitors, offers comprehensive guidance on wills, wealth planning, powers of attorney, and estate administration, with a special focus on family businesses, including farming enterprises. With a wealth of experience in establishing trusts for disabled individuals to safeguard assets, she is a recognised member of STEP.

Georgia Ball – As an experienced wealth planner Georgia offers holistic financial guidance to assist clients in building, preserving, and transferring wealth effectively across generations.

Don't miss out on this opportunity to gain valuable insights and learn more about how to take proactive steps towards safeguarding your family's future.

This event is supported by Octopus Capital

Host or Publisher bennettbrooks chartered accountants