Investment Presentation

Would you like straightforward, practical answers to some of life’s most important financial questions? Join us at one of our seminars to find out more.

Discover answers to questions such as:
- What is Inheritance Tax and how do I reduce it?
- What’s a Discounted Gift Trust, and should I use one?
- How can Life Assurance protect my estate?
- How does the 7-year rule work and when does it matter?
- What’s the best way to give to my children or grandchildren?

Our presentations are aimed at anyone with potential Inheritance Tax issues and investments over £200,000.

Spaces are strictly limited so please email aW5mbyB8IGhhcnRleXdtICEgY28gISB1aw==, call 0808 168 5866 or visit www.harteywm.co.uk/investment-presentations to secure your place.

You may also like the following events from Hartey Wealth Management:

• Next month, 24th March, 10:30 am, Investment Presentation in Chester

Also check out other Workshops in Wrexham.