Choices for your pension savings & how to pass on wealth to whom you choose
October 21 @ 6:30 pm – 10:00 pm at Howard Worth, Drake House.
Pensions and Inheritance Tax are hot topics at the moment, but do you know what you can do to make tax efficient choices for your pension savings?
Howard Worth’s Independent Financial Management team will deliver an up to date overview on current pension changes and discuss solutions.
They will also discuss how using Trusts can ensure you tax efficiently hand over your assets (either business or personal) to your loved ones.
Partner, Chris Smith will be chairing the event. Chris is a full member of STEP, the Society of Trusts and Estates Practitioners and has specialist knowledge in this area.
Our financial professionals will also be available for you to chat through your own personal circumstances.
We know that you will find it useful and we hope to see you there.
Howard Worth Independent Financial Management is a trading name of Howard Worth. Howard Worth is authorised and regulated by the Financial Conduct Authority.
Registered to carry out audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.