Financial & Legal News

INSPIRE: Your personal invatation to afternoon tea

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Your personal invitation to afternoon tea at the prestigious Nutters restaurant.

Thursday, October 8th at 2pm

Anyone with a pension plan cannot have failed to notice that from April this year there have been significant changes for investors with the so called ‘Pension Freedom’.

Millions of “baby boomers” — a generation typically defined as those born between 1946 and 1964 — have retired from the workforce over the past six years and are cashing in on the pension changes.

With a suitable retirement plan you increase the likelihood of living a financially secure retirement and maximising the returns on your investments. Effective inheritance tax and retirement planning also helps you take advantage of taxation benefits specifically established for retirees.

With this in mind we are hosting an afternoon tea event at Nutters Restaurant, Edenfield, aimed at answering any questions you may have on the hot topics of the day, Inheritance Tax and Pension Freedom and welcome you to join us.

Our older clients and their adult children approach us for support, advice and guidance to protect the estates they have built up and we can combine the services of professional private client solicitors, offering Wills, and Lasting Powers of Attorney, with suitable independent financial planning.

Our informative presentation will help you tackle:
• The “triple tax bomb shell”
• New investment strategies for managing lump sums
• Making risk work for you
• Why taking all your money now could be a disaster

Whilst Inheritance Tax is said to be voluntary it’s the second most hated tax, after Council Tax, and in 2013/14 £3.5 billion was paid in IHT.

On the day we will discuss:
• Who pays and when?
• How to reduce 40% to 36% or even 0%
• Seven years or two
• The four ways to an IHT haven and the benefits of a Will or an LPA

The event will be hosted by myself, Richard Eastwood and my colleagues Jonathan Beardmore and Sarah Finnigan, between us we have over 35 years experience and currently look after over £60 million in investments.

Places are limited so if you would like to join us please consult the enclosed invitation and rsvp or alternatively email  to confirm your attendance.

Please note that the information and opinions contained in this article are not intended to be comprehensive, nor to provide legal advice. No responsibility for its accuracy or correctness is assumed by Pearson Solicitors and Financial Advisers Ltd or any of its members or employees. Professional legal advice should be obtained before taking, or refraining from taking, any action as a result of this article.

This blog was posted some time ago and its contents may now be out of date. For the latest legal position relating to these issues, get in touch with the author - or make an enquiry now.

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