What two aspects of financial planning are people most concerned about?
If pressed to answer that question I would say 1) the amount of inheritance tax that is likely to be paid by their estate and 2) making the right choices at retirement about how to convert their pension fund into income.
Both are complex. Both require some pre-planning.
To help clients and local residents to address these challenges we are holding two client seminars on a Saturday morning next month.
Both will be held at the Cranleigh Arts Centre on Saturday 28th September.
The first, from 9.30am to 10.30 is called How to save inheritance tax.
The second is Make the most of your pension fund, from 11.00am to 12.00.
In each session we will provide ten steps or actions to take to deal with these two important issues.
Space at each seminar is limited and tickets are free, so please reserve your seat today.
