Estate planning from a financial planner's perspective. 12 September 2023

Host group
Host Left
Hosted by
STEP Cambridge
Event Type
Meeting/Seminar
Date
Venue

Holiday Inn
Lakeview, Bridge Rd
Impington
Cambridge
CB24 9PH
United Kingdom

This seminar will include three sessions covering:

  • The central importance of financial planning.
  • Using pensions, bonds and life cover as part of an estate planning strategy.
  • Investing in AIM for inheritance tax business property relief.

A seminar presented by Rathbones.

The speakers are:

  • Ben Shaw, Chartered Financial Planner
  • Jaclyn King-Gibson, Investment Director 
  • Simon Whitmore, Investment Director 
Cost group
Event Cost
Pound Sterling
50.00
STEP Members
Pound Sterling
75.00
Non STEP Members
Schedule
9.30 - 12.30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
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Payment Options
BACS/Invoice
Contact
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