STEP Wales seminar. 16 November 2022
Lunch will be served at 1pm followed by our speakers John Woolley of Wooltech Limited and Dominique Butters of Blackfinch Investments. We will start at a slightly earlier time of 1.45pm.
Our speakers will be discussing:
- The current position on IHT, estate planning solutions and planning to secure the Residence Nil Rate Band
- Business Relief qualifying investments
- Planning with pension death benefits, Lifetime gifts (benefits and problems) and Lump sum IHT solutions
This will be followed by a private wine talk and tasting at the vineyard.
Bookings for the event should be made directly with our bookings officer Holly at [email protected]. The cost is £50 for STEP members and £90 for non-STEP members.
If you have booked a season ticket but are unable to attend next week, could you please let us know so that we can inform the caterers?
Non STEP Member
13:00 for lunch, 13:45 seminar starts
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