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.

Featured Posts
Recent Posts
Archive
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Social Icon

Company

 

Connect with us

 

  • Twitter - White Circle
  • Facebook - White Circle
  • LinkedIn - White Circle
  • Instagram - White Circle

 27 Bridge Street
Newport
South Wales

NP20 4BG

T: 01633 841773

F: 01633 841823

 

Unit 1B
Beaufort Park Way
Chepstow
NP16 5UH

T: 01291 639523

F: 01291 639540

© 2021 John W Davies Solicitors

John W Davies Legal Limited is a Company registered in England and Wales with registered number 09901614. It is authorised and regulated by the Solicitors Regulation Authority of England and Wales, registration number 634493. A list of directors and their professional qualifications is open to inspection at the registered office 27 Bridge Street, Newport, NP20 4BG.