Ston Easton Park

20th March

The aim of each seminar is to provide knowledge and insights into successful investment and Inheritance Tax planning. The content will be the same on all three dates.

Topics will include:

  • How to invest successfully throughout your lifetime, regardless of market conditions
  • How to use statutory concessions to establish a high level of tax-free income, without worrying about market volatility
  • How to use the new Residence Nil Rate Band to reduce potential Inheritance Tax liabilities

Registration will start at 9.30 am and the seminar will run from 10.00 am to 1.00pm, followed by a complimentary lunch.

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Location:

Ston Easton Park
Nr. Bath
Somerset
BA3 4DF

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If you have any questions about the event, please call Sara on 01934 511 511

How to book

Spaces are limited, so if you would like to attend please complete the form and we will confirm your registration for the event by email.

Join us

FiveWays Seminar
speakers

Below are the FiveWays speakers attending this event, view their profiles to find out more.

Chris Gilchrist

Chris Gilchrist

Director

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Jon Lawson

Jon Lawson

Dip PFS, Director

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Steve Poland

Steve Poland

Dip PFS, Director

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Ian Evans

Ian Evans

Dip PFS, Head of Later Life Advice

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