Practical steps to secure and protect your family’s wealth

Join us for a free event to learn more about practical steps to secure and protect your family’s wealth.

This in-person event will be held at Cafe AB, Arighi Bianchi, where we will discuss essential strategies to safeguard your assets for future generations. Learn from experts in the field and gain valuable insights on financial planning and protection. Don’t miss out on this opportunity to take control of your family’s financial well-being.

Are you aware of whether your estate would be liable for Inheritance Tax (IHT) upon your passing? Do you have appropriate measures in place to safeguard the inheritance of your beneficiaries?

We’re excited to invite you to a free event hosted by bennettbrooks Chartered Accountants, Kingswood Group Wealth Management, and Spall Clark solicitors. Our aim is to provide you with practical guidance on Inheritance Tax planning, empowering you to make informed decisions for the future.

Our speakers offer a wealth of experience:

Anthony Whittaker, bennettbrooks – With nearly two decades of experience in tax and accountancy, Anthony specialises in trusts, estates, and lifetime tax planning. As a qualified Trust and Estate Practitioner, he’s dedicated to helping you navigate this complex landscape.

Paul Clark – The Managing Director of Spall Clark Solicitors and a full member of STEP, Paul boasts over a decade of experience in private client work. His insights into legal strategies for wealth preservation are invaluable.

Georgia Ball, Kingswood Group – As an experienced wealth planner Georgia offers holistic financial guidance to assist clients in building, preserving, and transferring wealth effectively across generations.

This event is supported by Octopus Money

Don’t miss out on this opportunity to gain valuable insights and learn more about how to take proactive steps towards safeguarding your family’s future.

Book your free place below.


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