Investment & Tax Planning Seminar – Don’t do one without the other
Date: Thursday 20 September 2018
At: Swindells – Uckfield office
Time: 11am (refreshments served from 10.30am)
Our latest seminar will highlight the 3 critical fundamentals that you need to apply to ensure you have a successful investment experience and how proper ongoing tax planning can significantly increase your investment returns.
This seminar will be of particular benefit to higher rate taxpayers, those with investment portfolios in excess of £300,000 and people not currently using their capital gains tax allowances.
TO RESERVE YOUR SEAT CONTACT SUE COUPE:
Swindells’ Christmas Competition, Win a selection of wine & a £50 Amazon voucher
We have partnered with one of our longstanding clients Davenport Vineyards to offer all of our clients the chance to win a three bottle selection of sparkling and still wines and a £50 Amazon voucher…which would be rather lovely just before Christmas.
Estate Planning, Trusts & reducing Inheritance Tax
Worrying about how your family will manage after your death is a common concern. We can help reduce your worries by making sure that your wealth and assets are distributed with your family’s best interests at heart. As part of our estate planning service we also make sure that you are financially secure in later life knowing that everything has been taken care of.
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