Alongside Tayntons Solicitors of Gloucester, Alex and Andrina presented in a room overlooking the surrounding grounds at Brickhampton Golf Course. Informative and very interactive, the evening gave those who attended the opportunity to ask questions regarding Wills and Estate Planning with answers being provided from both the legal and financial perspective.
Our aim was to demonstrate to our guests how working with both sets of professionals provides an innovative and progressive approach to dealing with their assets.
Questions were raised regarding inheritance Tax rules, Gifting, Probate Fees and other areas of Intergenerational Planning with feedback being very positive with requests for similar events in the future.
The presenters on the evening:
- Tayntons Solicitors - Discussing the significance of Wills and Lasting powers of Attorney
- Quayside Wealth Management – Discussing Inheritance and Intergenerational Planning.
Please note will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.