Following the success and interest of our seminar in June we hosted a second educational seminar regarding Wills* and Estate Planning with guest speakers Quayside Wealth Management and Tayntons Solicitors.
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.
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
*Will writing and Powers of Attorney involve the referral to a service that is seperate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.