The Principal St David’s Hotel

  • Tuesday 27 February 2018 at 12.00pm
  • Cardiff

Many new pension rules have come into effect in the past few years, which may have made you unsure whether you are making the most of your pension. In this pension seminar we will cover the available pension allowances and tax benefits, how to avoid unnecessary tax bills, how to ensure your pension investments are well-managed and much more.

Boasting a coastal view of Cardiff Bay – with floor-to-ceiling windows to enjoy such fantastic scenery in style – this five-star hotel makes a grand and contemporary statement on the waterfront. We hope you will join us there for our upcoming pension seminar.

At the seminar:

  • We will discuss why pensions can be so valuable, with a detailed look at how pension policy has changed over the last few years
  • We will also talk about the ways pensions could form a part of your Inheritance Tax and estate planning and how, in the 21st century, you can now plan for a gradual retirement
  • Our host for the event will be Nick Smith, Financial Planner
  • One of our local Tilney financial planners, Ashley Kissick, will talk about how Tilney can help you prepare for retirement
  • You can learn more about the current environment for your pension investments from Justin Ogilvie, Investment Director
  • A Q&A session gives you the opportunity to ask all the questions you have about pensions
  • Mingle with other guests after the event over lunch

Speakers

Silhouette of a man

Nick Smith

Host
Silhouette of a man

Ashley Kissick

Financial Planner
Justin Ogilvie

Justin Ogilvie

Investment Manager

When

Tuesday 27 February 2018 at 12.00pm

Where

Havannah St, Cardiff, CF10 5SD

Location

ApiKey:

Advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products to mitigate tax may be regulated.