Farnham estate planning seminar

  • Thursday 12 April at 11.00am
  • Farnham

Estate planning helps you avoid leaving more assets to the taxman than to your beneficiaries. It involves taking steps to reduce your Inheritance Tax bill and leave more to the next generation.

You can learn a lot about estate planning and what it entails at our upcoming seminar. It is hosted by financial planner Mark Daunter who will present alongside Tilney’s estate planning technical specialist, Ian Dyall. We would love for you to join us at the Mercure Farnham Bush Hotel on 12 April at 11am.

At the seminar:

  • Develop your understanding of Inheritance Tax and estate planning
  • Find out about the importance of defining your goals and developing a plan
  • Learn about Tilney’s approach to Inheritance Tax planning
  • Hear how pensions can be used to pass on your wealth
  • Join in a lively Q&A session
  • Have lunch while chatting to our team and other guests

Speakers

Silhouette of a man

Mark Daunter

Host and Financial Planner
Ian Dyall

Ian Dyall

Estate Planning Technical Specialist

When

Thursday 12 April at 11.00am

Where

Mercure Farnham Bush Hotel, The Borough, Farnham, GU9 7NN

Location

ApiKey:

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