Inheritance and Estate Planning Seminar (Morning Session: Colchester)

The date of this event has passed
Places available: 
0
Event dates: 
14 November, 2017 - 09:30 - 11:00

THIS SESSION IS NOW FULL - LIMITED PLACES AT THE CHELMSFORD VENUE REMAINING

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 (LIMITED PLACES AVAILABLE)

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 Birkett Long Seminar Room for this event (ground floor with disabled access). Please make your way to the main reception.

There is no parking available on site, but a nearby pay and display car park can be found on Sheepen Road. £2.90 tariff for 2 hours. Car Park Details

We are running the same event in CHELMSFORD on the same day with a few places remaining - click here to change your location preference.

Event location

Birkett Long Colchester Offices
1 Amphora Place
Sheepen Road
Colchester
Essex
CO3 3WG

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