Sell Out Event: Wealth Management Seminar

Peter McGeown and Stephanie Rose, Partners in Clifton Ingram's Tax Planning, Wills & Probate Department, hosted another packed Wealth Management event for over 100 attendees in March.

Clifton Ingram's annual Wealth Management Event provides a practical update on everything from Wills, Trusts, Inheritance Tax and Lasting Power of Attorney to property abroad and Care Home Funding. Joining Peter and Stephanie on the Podium were solicitor Juliet Montgomery and guest speakers from Macbeth Financial Services.

Feedback from the event is always positive with attendees saying "The presentations are so interesting and informative - it's a must for the diary if you want to keep on top of things".

To make sure you are on the invitation list for our Wealth Management Event please email Melissa Baxter with your details on melissabaxter@cliftoningram.co.uk.