Investment Seminars

Mitigating Inheritance Tax & Investing after BREXIT

Recent changes in legislation will have a dramatic impact on Inheritance Tax, namely the new Residence Nil Rate Band.

Amid the economic uncertainty that has followed the BREXIT referendum and General Election, many commentators have started to talk about the need for higher taxes. There is now a large gap between economic prospects for the UK and the rest of the developed world.

To aid understanding, we are arranging investment seminars in conjunction with solicitors Porter Dodson – the venue and date details are below. FiveWays are independent advisers specialising in investment and tax planning. Porter Dodson is a leading regional law firm with offices across Somerset and Dorset.

FiveWays Seminars Autumn 2017

Venue                                                                                   Date

Clevedon Hall                                                                    Tuesday 12th September

Hestercombe House                                                        Tuesday 26th September

Ston Easton Park                                                              Tuesday 17th October

 

The aim is to provide knowledge and insight into successful investment and inheritance tax planning. This event is free to attend.

The seminar will discuss how:

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

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

Spaces are limited, so if you would like to attend please complete the below form and we will confirm your registration for the event by email.  If you have any questions about the event, please call Sara on 01934 511 511

PLEASE NOTE THAT ALL VENUES ARE NOW FULLY BOOKED.  We now have a waiting list in case of any cancellations. If you would like to be added to the waiting list, please complete the form below and Sara will be in contact in the event that a space becomes available.

  • Please enter a value less than or equal to 10.
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