News

Home / News / Events / Wealth Management Event – November 2014

Wealth Management Event – November 2014

Another of our popular wealth management events, for individuals concerned about preserving their wealth now and later in life.

Date: 11 November 2014

Place: Wokingham

Time: 2.00-5.00pm

Topics covered will include:

  • The Government’s crackdown on Inheritance Tax – the difference between tax evasion and legitimate tax avoidance
  • Tax efficient charitable donations
  • Trusts
  • Powers of Attorney
  • Care Home Funding

To reserve your place at this event, or for more information, please contact Melissa Baxter on

E: melissabaxter@cliftoningram.co.uk or call T: 0118 912 0210.

    Ask a question

    If you want to speak to someone right now, please use our .





    Skip to content