Don’t leave it to the tax man!

Loading Events

« All Events

Don’t leave it to the tax man!

Tuesday 24th September @ 18:00 - 20:00

Details

Date:
Tuesday 24th September
Time:
18:00 - 20:00
Event Category:

Venue

Bedford Hotel
1 Plymouth Rd
Tavistock, PL19 8BB United Kingdom

GA Solicitors and Hansford Bell invite you to learn how to protect your assets for future generations.

In this free seminar, lawyer Catherine Bailey and Chartered Financial Planner Christopher Palmer will give more details on the following:

  • Benefits of Financial Life Planning
  • The benefit of pension freedom
  • The importance of getting your will right
  • What is inheritance tax and do I have to pay it?
  • Can I protect my estate from the cost of care?
  • What is a power of attorney?

Catherine Bailey Partner of GA Solicitors

Catherine is a Fellow of the  Chartered Institute of Legal Executives  with more than a decade of legal experience within the private client sector.
She is a full member of  STEP (Society of Trust and Estate Practitioners)  which marks her as one of the most experienced and specialist practitioners in her field. She is also a member of  Solicitors for the Elderly (SFE) , one of just a select few in the region.

Christopher Palmer Chartered Financial Planner at Hansford Bell

Chris is Hansford Bell’s Managing Director and an experienced Chartered Financial Planner.
He has an established client base throughout the Southwest and beyond and has focused on developing his skills as a Financial Life Planner to help his clients live the life they want and never say “if only”.