Richard Porter, Independent Financial Adviser Lonsdale Services St Albans
Richard Porter, IFA St Albans hosts FREE Estate Planning seminar on 23rd March
Friday 3 March, 2017
The Estate Planning Seminar - 23rd March 2017
Richard Porter, independent financial adviser in St Albans and a member of our St Albans financial planning team will host our FREE evening seminar. Places are still available. If you would to attend please email Sally Danks at sdanks@lonsdaleservices.co.uk or reserve a place by calling 01727 845500.
Timings
7.00pm - Arrival: Wine & cheese
7.15pm - Presentation and questions
8.00pm - Discussion with Financial Advisers
Venue for the Lonsdale Services Estate Planning Seminar
Lonsdale Services St Albans office
3 Curo Park
Frogmore
St Albans
Herts
AL2 2DD
The presentation will discuss possible inheritance tax planning options including:
Gifting & exemptions
Trusts
Life Assurance
Charity Donations
'The Financial Conduct Authority does not regulate tax advice, trusts or estate planning.'
