Getting the Balance Right…

Start date: September 29, 2015 4.00pm

…weighing up tax efficient Inheritance Tax (IHT) planning against a comfortable retirement and later life; your objective should be to achieve both but you need to develop a strategy to succeed.

Developing a strategy for IHT and your later life is not a priority for many. Later life, post-retirement, however you think of it, can easily last for 20-30 years and so typical retirement funds can be exhausted at the very time that you need the most financial support.

The most difficult step you can take is to recognise that you do need a defined strategy to balance your later life planning with IHT efficiency. Our seminar will help you to start the process, or where you have already started, help you to review and update your thinking. 

Date: Tuesday 29 September 2015

Time: 4.00pm registration, 4.30pm start. Finish 6.15pm, followed by canapés and refreshments.

Speakers:

Keith Halstead – Partner – Kingston Smith LLP
David Painter – Chartered Financial Planner- Kingston Smith Financial Advisers Ltd
Dominique Bonn – Head of Private Client Legal Practice – Kingston Smith LLP

Venue: Kingston Smith LLP, Surrey House, 36-44 High Street, Redhill, RH1 1RH



Date: September 29, 2015

Time: 4.00pm

Speaker Panel:

Keith Halstead
Partner
Kingston Smith LLP

David Painter
Chartered Financial Planner
Kingston Smith Financial Advisers Ltd

Dominique Bonn
Head of Private Client Legal Practice
Kingston Smith LLP

Location:

Kingston Smith LLP
Surrey House
36-44 High Street
Redhill
RH1 1RH

Book your place