Richard Smith has more than 30 years’ experience of the finance industry including insurance and banking, and is the author of The Great British Pensions Swindle. Since leaving the corporate world, his financial consultancy work covers pension planning, estate planning and much more – anything to do with protecting your assets. Richard has his finger on the pulse of the nuances of the most recent changes, and will guide you through the paperwork jungle with a wealth of practical advice that could save you thousands of pounds on topics such as the importance of a Will; Lasting Power of Attorney; Probate; Inheritance Tax; Care Home Fees and End-of-Life Care Finance. There will be plenty of time for questions and answers, and those who attend will also be given a comprehensive information pack to take away, full of information and links to other data sources. If you would like to join us, contact me to reserve your space – email@example.com or on 07597 020 512.
Tagged: Inheritance Tax
Richard Smith, a highly-experienced and very down-to-earth financial consultant, is giving a totally free-of-use session on financial planning on Tuesday 13th September. This is a follow-on from the Dying to Know series of workshops, and Richard will be covering key areas such as: ** inheritance tax ** pension planning ** financing care home care The whole area of end-of-life financial planning is a minefield where good intentions can blow up in your face and have unforeseen consequences. Richard brings his wealth of experience in the finance industry, his understanding of the wrinkles of the latest rules and regulations – and his own recent personal experiences of battling “the system”. Not to be missed if you are looking at your own financial situation or perhaps that of your parents. We are planning to hold this at the coffee shop at Chequer Mead, East Grinstead, 7.30pm – 9pm. ADVANCE BOOKING ESSENTIAL – please call me on 01444 459 433 or 07597 020 512 to reserve your place.