Seminars

Wealth planning

9 June 2010

Ashley Hayman, Colin Tice and Steven Greenwood

Date:	Wednesday 9 June
Time:	07:45 - 10:15
Venue:	Cassons Lancashire office
Subject:	Wealth planning

 

Speakers:	Ashley Hayman, Colin Tice and Steven Greenwood
Ideal for:	Private individuals, especially business owners
Charge:	No charge for Cassons clients and their guests

 

Managing the future of your finances can be a very daunting prospect. You want to be certain that your financial security is planned properly and this can be a particular worry during times of economic uncertainty. Our holistic approach to wealth planning can help you to make the most of your money now and into the future.

We’ll be taking a close look at 3 key areas of wealth planning:  reducing your tax liability, investment techniques and opportunities, and your overall approach to wealth planning. We very much hope that you’ll be able to join us at 07:45 for breakfast which will be provided by Food by Breda Murphy.

What is wealth and how can it be planned?

Ashley Hayman, Cassons

• What is wealth?
• Will you have enough money for your retirement? And indeed how will you know when you have enough money for your retirement?
• Lifetime financial planning
• Disaster planning

Investment techniques and opportunities

Steven Greenwood, Cassons

• What are investments? We’ll consider issues such as your objectives, your approach to risk and your timing requirements.
• Type of investment to consider. We look at the overall benefits of each.
o     Pensions
o     ISAs
o     Collective investments
o     Asset allocation
• Fund selection

Increase your wealth by reducing your tax liability!

Colin Tice, Cassons

Colin identifies 20 ways to reduce your tax and so increase your wealth, including:
• Income tax planning
• Tax efficient investments
• Taking money out of your company – conventional and not so conventional methods.
• Inheritance tax mitigation.

CLICK HERE TO BOOK YOUR PLACE!

Timetable

07:45 - breakfast and networking

08:15 - 08:30 - introduction

08:30 - 09:00 - what is wealth? - Ashley Hayman

09:00 - 09:30 - investment techniques and opportunities - Steven Greenwood

09:30 - 10:15 - increase your wealth by reducing your tax liability! - Colin Tice

10:15 - coffee and networking