Protecting your wealth in uncertain times.
As professional advisers we understand the importance of working together to ensure the best outcomes for our clients. With the Chancellor’s Autumn Budget at the end of October, experts from bennettbrooks Accountants, Storrar Cowdry Solicitors and Canaccord Genuity Wealth Management are offering you the opportunity to find out how best to plan for your financial future considering any changes that may have been announced.
Please join us on Thursday 14th November at Chester Zoo to learn more about protecting your wealth.
Our speakers are:
Anthony Whittaker, TEP, Director of Trusts and Estates, bennettbrooks. Anthony will be covering the importance of reviewing estate & tax planning, HMRC legislation and potential changes to tax reliefs.
Rebecca Robinson, Associate Solicitor, Storrar Cowdry Solicitors. Rebecca will highlight the importance of having your “paperwork” in order when it comes to Wills, trusts and Lasting Powers of Attorney.
Rob Daily, Chartered FCSI, Investment Manager & Toby Carpenter, Wealth Planning Director, Canaccord Genuity Wealth Management. Rob and Toby will be sharing their insights on investment management and Financial Planning aspects.
Date: Thursday, 14th November 2024
Time: 4:30 PM – 6:30 PM
Location: The Smithy in the Square, Chester Zoo, Upton-by-Chester, Chester, CH2 1EU.
Book your place to attend and gain expert guidance on how to protect your wealth and plan for the future.
