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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

Sussex County Cricket Ground, Eaton Rd, Brighton And Hove, Hove BN3 3AN, UK
14:00 - 17:00 GMT

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