An Estate Planning and Tax Mitigation Seminar is being hosted by Craig Saxton, Principal of Craig Saxton Wealth Management on Thursday 24th May at Chesford Grange Hotel, near Leamington Spa.
The purpose of the event is to help increase awareness of the importance of tax planning and to highlight the problems that doing nothing can cause those we care about most.
There will be several specialists there to talk about a number of topics including:
- Inheritance Tax Planning
- Leaving a Legacy
- Protecting Your Estate from HMRC
- Other Tax Planning Opportunities.
In addition, Lisa Beale, Solicitor and Sarah Darby, Wills & Probate Executive, from Alsters Kelley Solicitors will provide a short presentation on the importance of Wills and Lasting Powers of Attorney. They will also be able to answer any questions you may have.
If you are interested in attending this seminar you have the option to attend either in the morning from 10.00am – 11.30am or an afternoon session from 1.30pm – 3.00pm.
To book a place, without obligation, then please email Craig Saxton – Craig.Saxton@sjpp.co.uk or telephone 07507 830315.
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Please call 01926 356041 to speak to one of the team to make an appointment with one of our Private Client lawyers at any of our six offices.