Estate planning from a financial planner's perspective. 12 September 2023
Lakeview, Bridge Rd
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
Non STEP Members
9.30 - 12.30
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