Wealth planning and investment seminar – Nutfield Priory Hotel

  • Thursday 27 June at 2:00pm - 5.00pm
  • Redhill

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On 27 June we are holding a wealth planning and investment seminar at the Nutfield Priory Hotel in Redhill. The seminar will feature our Financial Planner Nigel Small and Investment Manager David de Winton, as well as RSM Gatwick’s Elizabeth Goshtai. You can enjoy the seminar and the array of expertise in a four-star, neo-gothic country hotel.

At the seminar:

  • Listen to Nigel Small discussing tax-efficient investing, pension freedoms and cashflow planning
  • Find out about the importance of defining your goals and developing a plan
  • Hear an investment update from David de Winton
  • Develop your understanding of Inheritance Tax planning from Elizabeth Goshtai’s talk
  • The importance of having a Will and how you can use a trust to pass on assets
  • Have cream tea while chatting to our team and other guests

Speakers

Hugh Castle

Hugh Castle

Financial Planner
Nigel Small

Nigel Small

Financial Planner
David de Winton

David de Winton

Investment Manager

Elizabeth Goshtai

RSM Gatwick

When

Thursday 27 June at 2:00pm - 5.00pm

Where

Nutfield Priory Hotel, Nutfield, Redhill, RH1 4EL

Location

ApiKey:

Advice in relation to trusts and inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products used in relation to trusts and to mitigate tax may be regulated. Will services are also not regulated by the Financial Conduct Authority.