Making your money work harder for you Seminar
Thursday 21 November at 10 am.
Little Stoke Cricket Club
As a valued member of the club, we would like to invite you to the first of our planned financial seminars to provide you with some information you may need to plan for your financial future.
Brexit, volatile markets, changing tax rules and laws are making the current environment particularly challenging. Whether you are looking to build your wealth, reduce your tax liability or to protect your hard-earned money for the next generation, making decisions from a position of knowledge has never been more important.
Stonegate Wealth Management, Nowell Meller Solicitors and Sempar Accountancy & Tax – all Staffordshire based firms, will be covering topics that could make a real difference to your current or future financial situation.
Our seminar will include the following topics:-
• How to take your financial future seriously and invest appropriately for your needs.
• How to take a sustainable income from your money
• How to minimise your Inheritance Tax Liability
• How to plan for Long Term Care
• How to structure your affairs to legitimately reduce the amount of tax you pay
• How to extract money from your business in a tax efficient way.
Steve Hendry DipPFS Cert(CII) EFA Managing Director of Stonegate Wealth Management, a firm of Independent Financial Advisers based in Stone, specialising in retirement planning, investments and trust creation.
Jemma Blake LLB Hons A Private Client Solicitor from Nowell Mellor Solicitors based in Stafford and Stoke-on-Trent, specialising in Wills, Power of Attorney and Court of Protection and Probate. Jemma also has a background in conveyancing.
Steve Timmis FCCA Managing Director of Sempar Accountancy and Tax based in Newcastle-under Lyme, specialising in all aspects of personal and business accounting & strategy.
There is no charge for attending and there will be plenty of opportunities to ask questions throughout, followed by a complimentary lunch and refreshments.
Places are limited so please reserve your seat by visiting
https://moneyworkharder.eventbrite.co.uk.If you cannot make the event but wish to discuss your situation, or if you want to reserve a place by phone or email please call 01785 876222 or email admin@stonegatewealth.co.uk.
Location
Little Stoke Cricket Club
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