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.

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Agenda

Morning Session

Presentation time: 1hr 15mins

Registration from 10.30am

11.00amFalling commodity prices, weakness in China and austerity in Greece, current investment issues and what they mean for youPresented by Thomas Miller Investment
11.45amLosing capacity: the importance of drafting a lasting power of attorneyPresented by Harrison Clark Rickerbys Solicitors
12.15pmClose followed by a buffet lunch

Afternoon Session

Presentation time: 2hrs

Registration and buffet lunch from 12.00pm

12.45pmWhen can I afford to retire and how much can I spend if I'm already there?Presented by Thomas Miller Investment
1.30pmEliminate IHT and give your loved ones something to smile aboutPresented by Octopus Investments
2.15pmForewarned is Forearmed – Are you aware of the upcoming tax changes?Presented by Ballard Dale Syree Watson
2.45pmClose

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Please select an option below to attend:

Monday 19th October

Worcester County Cricket Club, Worcester, WR2 4QQ




Tuesday 20th October

Cheltenham Race Course, Gloucestershire, GL50 4SH




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The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.