Queens Hotel

  • Tuesday 20 February 2018 at 12.00pm
  • Cheltenham

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.

Modelled on the Temple of Jupiter in Rome, this Grade II English Heritage Building has played host to guests such as General Sir Charles Napier and Sir Arthur Conan Doyle. Our upcoming pension seminar is being held here and we hope you will join us to become one of the hotel’s more 'contemporary' guests.

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 Carl Tuttiett, Financial Planner
  • One of our local Tilney financial planners, Matthew Tribe, 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

Carl Tuttiett

Carl Tuttiett

Host
Matt Tribe

Matthew Tribe

Financial Planner
Justin Ogilvie

Justin Ogilvie

Investment Manager

When

Tuesday 20 February 2018 at 12.00pm

Where

The Promenade, Cheltenham, GL50 1NN

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.