IHT Overview and Seminar
On the 14th June we are hosting an IHT Seminar in partnership with Barclays Bank, Close Brothers and Aviva.
We have a few last minute spots available, so please let us know if you would like to attend (email firstname.lastname@example.org or call 01384 390039)
The seminar is aimed at both new and existing clients.
Here is the agenda for the evening:
- 5:30 - 6:00pm - Drinks and Nibbles/Meet and Greet/Networking
- 6:00 - 6.30pm - Background to IHT – Issues and Potential Solutions – David Farrance, Prosperity Wealth Ltd, Head of the Investment Committee
- 6:30 - 7.00pm - Close Brothers IHT service, Steve Hewitt, Close Brothers Asset Management
- 7:00 – 7.30pm - Open forum Q&A session – panel with Dave Farrance, Dawn Cash (Waldron solicitors) and Dan Hotchkiss (Wilkes Tranter & Co)