Best Tax And Estate Planner

Bank Deposits

Interest rates have been slashed to an all time low. We'll show you how to minimise the effect and the alternatives available.

Investments

The recovery could well be underway but now is still a significantly better time to invest than a year ago. We will show you where to invest to maximise the potential benefit.

Inheritance Tax

Don't be fooled - Recent changes in Inheritance Tax rules have lulled many into a false sense of security. We will show you why and divulge simple steps to consider to protect your estate, even if you believe it currently escapes the tax.

Pensions

We'll show you three simple things that could make a significant difference to your retirement wealth.

Investments to avoid

Learn what to watch out for and why others are fooled.

Tax reduction

Saving tax is not just for the rich and famous; we will share their secrets.

Long term care

Potentially the most cruel "tax" of all. We will show you why you should consider taking steps to protect your home and other assets before it's too late.

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Ian Lowes

The Speaker

Ian Lowes is a fellow of the Personal Finance Society and one of the UK's few "Chartered Financial Planners". Over recent years he has regularly been recognised by 'Professional Adviser' magazine as one of the Top 50 'Most Influential Independent Advisers in the country'.

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Comments about our seminars from recent appraisal forms

"Easy to follow and not too technical - well worth attending"

"The best seminar on tax and investments I have ever attended. Excellent"

"I very much liked the down to earth approach in the presentation"

"Very enlightening and thought provoking"

"Very clear presentation. The practical and straightforward style was refreshing and easy to understand"

"Excellent and interesting presentation"

"Superb in every respect"

"Easy to understand and follow. Quite an eye-opener"

"Seminar proved very informative and this information was given in a very concise, clear and professional format. We like the fact that the seminar was about the industry and not a sales pitch for the company"

"Learned some very useful pointers, particularly on Inheritance Tax plus others"

"Interesting and informative. Not too technical as other seminars we attended"

Comment made in a client survey

"It was one of the most positive things I did when I responded to your seminar many years ago, I feel that I would not be in the position I am today without your valuable help"

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Financial Planning Seminars

Professional advice can ensure that you make the financial decisions which work in your favour. If you have not yet appointed an independent financial adviser, attending one of our seminars will give you a valuable insight into how our services can be of benefit. Even if you already have a financial adviser, we are confident that you will gain information that will be invaluable to you. From recent seminars held throughout the United Kingdom, out of the last 2,000 attendees who completed an appraisal form, over 99% rated their attendance as time well spent.


Topics covered (subject to change)

  • Inheritance Tax - Protecting your estate for little cost whilst still having access to your money.
  • Investments - Assessing risk over reward to make you money.
  • Investments to avoid - Avoiding scandal and not losing money.
  • Tax reduction - Saving tax for you and your family.
  • Long Term Care - The options for preserving assets and dignity.
  • Bank Deposits - Minimise the effects of slashed interest rates.
  • Pensions - Make a significant difference in your retirement wealth.

"It was one of the most positive things I did when I responded to your seminar many years ago, I feel that I would not be in the position I am today without your valuable help"
- Comment made in a client survey

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