Free Seminar: Planning your personal finances
Investing, spending and passing your wealth on to your loved ones.
Worcester: Monday 19th October 2015
Cheltenham: Tuesday 20th October 2015
At Thomas Miller we understand the importance of planning to achieve lifetime milestones that are important to you. Such as securing a comfortable retirement, sending children to university or preserving family wealth and providing for future generations. We also realise that in many cases good management of finances, knowing the level of risk to take and understanding the economic climate make achieving these milestones possible.
Presentation time: 1hr 15mins
Registration from 10.30am
|11.00am||Falling commodity prices, weakness in China and austerity in Greece, current investment issues and what they mean for youPresented by Thomas Miller Investment|
|11.45am||Losing capacity: the importance of drafting a lasting power of attorneyPresented by Harrison Clark Rickerbys Solicitors|
|12.15pm||Close followed by a buffet lunch|
Presentation time: 2hrs
Registration and buffet lunch from 12.00pm
|12.45pm||When can I afford to retire and how much can I spend if I'm already there?Presented by Thomas Miller Investment|
|1.30pm||Eliminate IHT and give your loved ones something to smile aboutPresented by Octopus Investments|
|2.15pm||Forewarned is Forearmed – Are you aware of the upcoming tax changes?Presented by Ballard Dale Syree Watson|