Inheritance Tax planning and investment seminar – South Croydon

  • Tuesday 19 June at 2:00pm
  • South Croydon

Inheritance Tax planning can help you leave more of your assets to your beneficiaries rather than the taxman. If you would like to learn more, why not join us at our upcoming seminar at the De Vere Selsdon Estate. The history of the estate is traceable back to 861AD. Before this luxury house hotel opened in 1924, the estate was home to an Anglo-Saxon hall and was medieval estate of the Knights Templar!

The seminar will be hosted by financial planner Gary Blackledge. We will also hear from estate planning expert Nigel Small and investment manager David De Winton. We would love for you to join us on 19 June at 2pm.

At the seminar:

  • Develop your understanding of estate and Inheritance Tax planning
  • Find out about the importance of defining your goals and developing a plan
  • Hear about Tilney’s approach to investment management
  • Investment manager David De Winton will give an update on our view of the current state of the investment markets
  • Join in a lively Q&A session
  • Enjoy afternoon tea after the seminar

Speakers

Silhouette of a man

Gary Blackledge

Host
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Nigel Small

Financial Planner
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David De Winton

Investment Manager

When

Tuesday 19 June at 2:00pm

Where

De Vere Selsdon Estate, Addington Road, Sanderstead, South Croydon, CR2 8YA

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.