EVENTS

Retirement and tax planning seminars

  • Date: 25 Mar 2020
  • Time: 10:00 - 13:00
  • Venue: Manor By The Lake, Hatherley Lane, Cheltenham, GL51 6PN

Pursuing a new hobby. Travelling the world. Or simply spending more time with your family and friends. Retirement is about doing the things you’ve always wanted to do. What’s clear is we all want something different from retirement. Well in advance of your last day of work, you’ll want to know your retirement is well funded, so it’s essential to plan ahead.

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You are invited to attend one of our complimentary briefings in Bristol or Cheltenham to hear from our tax, financial planning and investment experts on how best to plan your retirement with confidence and optimism.

Presentations

Planning for retirement; A new chapter

- Am I on track?

- Choosing how to take your pensions

Leigh Cecil, APFS, Chartered Financial Planner, Smith & Williamson Financial Services Ltd

Inheritance tax

- Why should you care?

- How much will you pay?

- Ideas for reducing your liability, with case studies

Louise Somerset, Head of Private Client Tax Services, Bristol & Cheltenham, Smith & Williamson LLP

The investment outlook

- Investment considerations for retirement.

- Meeting my investment objectives and the current investment outlook

Louise Thornhill, Partner, Smith & Williamson Investment Management LLP

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