We were delighted to host a morning seminar on Estate Planning Strategies at the prestigious Buckinghamshire Golf Club in Denham.
Guests were given an overview by Steve Wilson, on how important this planning is, whether through asset reduction by gifting (usually into trust) and also discussed asset conversion by investing in businesses that qualify for Inheritance Tax Exemptions.
Covered in the presentation was information on Trusts and the various options available through them, benefits of AIM managed portfolios and Enterprise Investment Schemes. Steve also highlighted the advantages of investing in forestry and then finished off by talking through the fundamental aspects of Estate Planning Strategies and how to implement these best for the future.
Overall the event well received by all attendees. One guest commented
“Thank you so much for a very interesting, and informative, seminar. Hopefully, it has helped me a lot to have an idea of how I might be able to preserve at least something useful for my children!’
The venue is really delightful – and nice to meet many others in similar situations – thank you and Lev and everyone else involved.”
If you were unable to attend this event and this subject area is of interest to you and you would like more information on the topics that we covered, by all means give us a call and we can take you through this in more detail or call into our offices and we can take you through the presentation personally.
Call 01494 638100 or email firstname.lastname@example.org