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.