Inheritance and Estate Planning Seminar (Evening Session: Chelmsford)

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Event dates: 
14 November, 2017 - 17:00 - 18:30

In partnership with Birkett Long Solicitors, join us for an Estate Planning Seminar where we will bring together both the legal and financial aspects of planning your tax affairs and preparing a will.

This event will run in two locations on the same day, either:

  • Birkett Long Colchester Office Morning Seminar from 09.30 NOW FULL - NO MORE BOOKINGS
  • Chelmsford City Racecourse Evenning Seminar from 17.00 NOW FULL - NO MORE BOOKINGS

Speakers:

Lucy Orrow Tax Accountant Essex Lambert ChapmanLucy Orrow CTA ATT(Fellow) AIAB. Senior Tax Manager – Lambert Chapman LLP

Lucy will be looking at Inheritance Tax; the amounts payable and the reliefs and allowances available in life and on death, to help you make decisions about when and how to leave your assets to your beneficiaries.

 

 

 

 

Claire Read, Partner, Birkett Long Solicitors EssexClaire Read - Partner - Birkett Long Solicitors

Claire will be discussing Inheritance Tax (IHT) planning and making a will.

 

 

 

 

Paul Chilver, Financial Planning Manager, Birkett Long Solicitors EssexPaul Chilver - Financial Planning Manager - Birkett Long Solicitors

Paul will be presenting on discounted gift trusts and the options available.

 

 

 

 

 Venue Details:

We will be using The Club on the 1st Floor (with lift/disabled access).

There is plenty of free parking available on site - use Gate 11 (Sat Nav postcode CM3 1PZ), accessible via Moulsham Hall Lane.

Event location

Chelmsford City Racecourse
Great Leighs
Chelmsford
Essex
CM3 1QP

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