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Why choose HGH?

Inheritance Tax planning for your family – Free event – 18 Nov

Posted: 21st Oct 2021 by Clair Watmore Independent Financial Adviser, Inheritance Tax, investments, Wealth Management

18 November | 5.00-7.00pm

York Mansion House

HGH Wealth Management and Mole Valley Asset Management (MVAM), who offer financial planning services and investment advice from their offices in York, are joining forces to present an informative free seminar on Inheritance Tax planning solutions, to be held at York Mansion House in York on Thursday 18 November 2021.

This event will cover the inheritance tax issues which currently apply and what potential issues and innovative solutions may be available, along with investment opportunities and a chance to meet local suppliers. The seminar will highlight the importance of planning and taking professional advice to ensure current standards of living can be maintained, whilst protecting your assets.

Agenda

5.00pm – Arrival, tea, coffee

5.15pm – Speakers

  • Nick Lawson from HGH Wealth Management on Inheritance Tax Options.
  • Duncan Sanford from MVAM on the IHT-Alternative Investment Markets (AIM)
    portfolio and investing in Yorkshire.
  • Stuart Green from Zoo Digital
  • Followed by Q&A

6.00pm – Drinks reception and canapes, demonstrations from local Yorkshire businesses

How to book

You can register here or by sending an email (please include your name and a contact telephone number) to clair.watmore@hghyork.co.uk (01904 655202 ) or visiting www.hghwealth.co.uk. Alternatively, please contact rebecca@mvam.com or visit www.mvam.com.

If you cannot attend and would like further information about Inheritance Tax Planning and the possible solutions, please contact nick.lawson@hghwealth.co.uk (01904 655202) or duncan@mvam.com (07950 205733).