A FREE morning seminar is being held in Cheltenham in February for private individuals who wish to review their personal finances and tax situation. This will include a look at what is available to help you make the best use of your assets.
Tax Partner, Sue Daye, and her colleagues at accountancy firm Crowe Clark Whitehill are holding the FREE seminar on the morning of 21 February in Cheltenham offering hints and tips to private individuals who want to:
· ensure their retirement is well funded
· minimise inheritance tax
· ensure their estate is tax efficient
· transfer assets tax-efficiently to the next generation
· understand how to manage their assets and income to maximise value
Sue Daye and her colleagues do not recommend high risk tax planning products. Instead they give you access to their professional technical knowledge and experience to show you how to structure your income and assets within the legal framework to your best advantage.
Places on the seminar are limited, but there is still availability. If you would like to attend please request further details and a booking form from: firstname.lastname@example.org.