SEMINAR: How tax efficient is your Will?


John W Davies Solicitors, in association with St James's Place Wealth Management, will be holding a Seminar on the topic: How tax efficient is your Will?

The seminar is being held on Tuesday 21st February 2017 at the Owners and Trainers Bar, Chepstow Racecourse between 6.30pm and 8.30pm.

Guest speaker, Dan Looney, from St James's Place Wealth Management will be joining the Seminar to discuss tax planning strategies using business property relief and tax efficient investments.

AGENDA:

6.30pm - Registration and refreshments

7.00pm - Welcome and introduction

7.05pm - 7.20pm - The Important of Reviewing your Will and Lasting Power of Attorney

7.20pm - 8.00pm - Inheritance Tax Strategies and Managing Your Money

8.00pm - Refreshments and close

Whether you are currently a client of John W Davies Solicitors or St James's Place, or someone looking for some advice and guidance when it comes to inheritance tax and Wills, please do come along to see how you could benefit.

If you are interested in attending our How tax efficient is your Will Seminar, please register with us on our Events page to be added to the guest list.

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