Stone’s Stonegate Wealth Management will be showing how to get to grips with planning your financial future at a FREE seminar in Stone in November.
Organised by Stonegate Wealth Management, Sempar Accountancy and Tax, and Nowell Meller Solicitors, the free event – ‘Making Your Money Work Harder For You’ – takes place at Little Stoke Cricket Club in Uttoxeter Road, Stone, on Thursday 21st November, starting at 10am.
Brexit, volatile markets and changing tax rules are making the current environment particularly challenging. The seminar will provide straight-forward advice on navigating the current landscape with three revealing sessions giving attendees the knowledge to start effectively planning their financial futures. There will be plenty of opportunities to ask questions throughout and the event ends with a complimentary lunch.
Sessions will cover how to take your financial future seriously and invest appropriately; how to plan for long-term care and minimise your Inheritance Tax liability; how to structure your affairs to legitimately reduce the amount of tax you pay; and how to extract money from your business in a tax-efficient way.
Speakers on the day are Steve Hendry, managing director of Stonegate Wealth Management, a firm of independent financial advisers based in Stone; Jemma Blake, a private client solicitor from Nowell Meller Solicitors based in Stafford and Stoke-on-Trent; and Steve Timmis, managing director of Sempar Accountancy and Tax based in Newcastle-under-Lyme.
Steve Hendry, managing director of Stonegate Wealth Management, said:
“The sessions at our free seminar could make a real difference to your current or future financial situation. Whether you are looking to build your wealth, reduce your tax liability or protect your hard-earned money for the next generation, making decisions from a position of knowledge has never been more important.”
Registration starts at 10am, with presentations starting at 10.30am, followed by a complimentary lunch at 12.30pm. Places are limited and can be reserved at www.moneyworkharder.eventbrite.co.uk.
Alternatively, places can be booked by calling 01785 876222 or emailing admin@stonegatewealth.co.uk
