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Wealth Management Event with Petrus Financial Services

Date: 22 October 2015

Place: The Leander Club, Henley-on-Thames

Time: 2.00-5.00pm

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

Topics covered will include:

  • The new Brussels IV legislation – the impact if you have property or assets abroad
  • Inheritance Tax - new rules, new opportunities
  • Trusts
  • Powers of Attorney
  • Care Home Funding
  • Pensions and the recent changes
  • Investments - market update

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.

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