We will be covering:
- Strategies to mitigate Inheritance Tax
- Evelyn Partners view of the Investment Markets
- Things to consider when making a Will or Lasting Powers of Attorney
At this event we will be joined by James Scozzi and Jane Whitfield of Elite Law Solicitors.
Following the seminar, a traditional cream tea will be served and there will be an opportunity to speak informally with the presenters.
Please register at your earliest opportunity and we hope to see you there. If you require parking please note this in your registration and we will be able to send you a digital permit.
Agenda
Welcome
James Scozzi, Managing Partner and Solicitor, Elite Law and Christine Vary, Chartered Financial Planner, Evelyn Partners Financial Planning Limited
A Smarter Way to Pass on Wealth
Nigel Small, Associate Director, Evelyn Partners Financial Planning Limited
Wills and Powers of Attorney
Things Clients Should Be Aware of and Common Pitfalls, Jane Whitfield, Senior Solicitor Elite Law
An Experts View of Investment Markets
Lindsay Spencer, Director, Evelyn Partners Investment Management Services Limited
Q&A
Afternoon tea
Time & Location
Venue: County Cricket Club, The 1st Central County Ground, Eaton Road, Hove, East Sussex, BN3 3AN