Informed Choice is hosting a series of client seminars in Cranleigh on Friday 12th October 2018.
Chartered Financial Planners Nick Bamford and Shelley McCarthy will be sharing their knowledge and expertise during these free to attend, no obligation seminars.
Shelley will be sharing tips on how to reduce inheritance tax and maximise value for future generations.
Nick is presenting a session for anyone who wants to learn how to take cash from their pension pot.
This free seminar is for anyone who wants to learn how to take cash from their pension pot.
Your host is Nick Bamford, an experienced Chartered Financial Planner.
Nick is executive director of Informed Choice, an award-winning firm of Chartered Financial Planners in Cranleigh, Surrey.
This 45 minute seminar will cover the following important areas:
-Questions you need to ask yourself
-The questions you need to ask your pension pot provider and professional adviser
-How to plan your income in retirement
-Understanding your choices and options
Each seminar attendee will receive a workbook containing the slides and space for making notes. Tea, coffee and cake will be provided.
There will also be an opportunity afterwards to talk to a member of our Financial Planning team. You are welcome to attend the seminar with family members.
As with all of our seminars, there is absolutely no pressure or selling!
Space at this seminar is limited to 12 attendees; you should reserve your free ticket early to avoid disappointment.
Please note that this seminar takes place in the upstairs meeting room above M Cafe in Manns of Cranleigh making it unsuitable for wheelchair users and those with limited mobility. If you are unable to attend for this reason, please email nick@icfp.co.uk to arrange a personal presentation of this seminar at your home or our offices.
This free seminar is for anyone who wants to learn how to reduce inheritance tax and maximise value for future generations.
Your host for this seminar is Shelley McCarthy, a Chartered Financial Planner and Chartered Wealth Manager.
Shelley is an Independent Financial Planner at Informed Choice, an award-winning firm of Chartered Financial Planners in Cranleigh, Surrey.
This 45 minute seminar will cover the following important areas:
-Who is liable to pay inheritance tax and how to calculate your future liability
-The use of trusts to reduce future inheritance tax liabilities
-Explaining the new main residence nil-rate band
-Practical steps you and your family can take to save money today, without losing control of your finances
Each seminar attendee will receive a workbook containing the slides and space for making notes. Tea, coffee and cake will be provided.
There will also be an opportunity afterwards to talk to a member of our Financial Planning team. You are welcome to attend the seminar with family members.
As with all of our seminars, there is absolutely no pressure or selling!
Space at this seminar is limited to 12 attendees; you should reserve your free ticket early to avoid disappointment.
Please note that this seminar takes place in the upstairs meeting room above M Cafe in Manns of Cranleigh making it unsuitable for wheelchair users and those with limited mobility. If you are unable to attend for this reason, please email shelley@icfp.co.uk to arrange a personal presentation of this seminar at your home or our offices.
Our venue for these seminars is the meeting room above M Cafe in Cranleigh High Street.
In 1887, the same year as Queen Victoria’s Golden Jubilee, David Mann opened the doors of ‘David Manns & Sons’ in the centre of Cranleigh for the first time.
The family originally lived above the shop, but as trade flourished living accommodation was turned into furniture showrooms, the gardens were transformed into stores and the neighbouring cottage was incorporated.
Hosting our seminars at this historic venue will give you the opportunity to see rarely seen parts of the old cottage.
Teas, coffees and delicious cakes from M Cafe will be provided for our guests.
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