Hyland’s House is the chosen venue for Liberty Wealth Management Seminars it is very accessible and definitely adds a touch of splendour to the day.
The seminar is aptly named ‘Keeping it in the family’ as the main focus of the morning presentations are the latest on Will writing and Inheritance Tax planning.
Liberty Wealth Management work closely with specialists in a number of areas making sure they offer a complete and personalised service. Angus Houston from Pavilion Row is one such partner. Pavilion Row is a specialist firm providing services in Wills, Powers of Attorney and Estate Administration (Probate).
Angus gave an enlightening look into the key areas he and his firm cover, a necessary and complimentary service to that of Lee and his team at Liberty. Many people have a Will but it is key to revisit it at regular intervals to make sure it is still fit for purpose.
Foresight is another St. James's Place approved partner. Bethany Dudley representing Foresight went through the company’s background and credentials. Of particular note Bethany outlined the Foresight Accelerated Inheritance Tax solution that potentially puts invested funds outside the Estate for Inheritance Tax purposes from day one.
After a short coffee break Gavin Mcghee from St.James’s Place asset management team gave us an update on the financial markets and the St. James's Place approach to Investment.
Liberty Wealth Management also run a similar presentation in the evening for those who are busy or working during the day.
To book your place at the next seminar please complete the Registration Form attached.