Attend our FREE Estate Planning seminar

Wednesday 9 March, 2016

The Lonsdale Services Barnet team invite you and a guest to our FREE Estate Planning Seminar on Wednesday 13th April 2016 at Hadley Wood Golf Club Beech Hill, Barnet, Hertfordshire, EN4 0JJ.

Daniel Stansall, Financial Adviser, Barnet, North London said: ‘As a result of feedback from our pension seminar in February, and clients wanting to know about inheritance tax changes we have organised an Estate Planning seminar on 13th April. Places are limited so if you would like to attend with a guest, please call us on 0208 275 1160 or email me at dstansall@lonsdaleservices.co.uk.’

The presentation will discuss possible inheritance tax planning options including:
• Gifting and exemptions
• Trusts
• Charity Donations
• Life Assurance
• Business Property Relief

The Estate Planning Seminar Timings -13/4/16

10.30am – Arrival
11am – 12pm – Presentation and questions
12pm – Sandwich lunch and discussion with Financial Advisers

Places are limited – if you would like to attend with a guest, please call our Barnet office on 0208 275 1160 or email Daniel Stansall on dstansall@lonsdaleservices.co.uk.

Please note: The Financial Conduct Authority does not regulate Tax Advice, Trusts or Estate Planning.

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