Date:
Time:10-45am
Venue:The Sidholme Hotel
Email:carol@chanceryassetmanagement.co.uk

The Sidholme Hotel Sidmouth

We recognise how difficult it can be to find genuine independent advice when it really matters.

 

That is why Chancery have been actively promoting the benefits of impartial advice by means of investment seminars held throughout the South West for many years.

 

We understand the problems faced by individuals planning for retirement or those relying on capital for their income. We feel that the information provided will assist in helping you understand the various options available to you.

 

Some of the topics covered in the presentation are

 

·                     How to achieve high levels of tax free income

·                     Benefits of effective portfolio management

·                     Improving ISA performance

·                     Explanation of new Inheritance Tax rules

·                     Wills and Inheritance Tax

 

If you would like to come along to one of the presentations listed, which are free and without any obligation, you are most welcome.

 

Please contact our seminar co-ordinator Carol Kirk on 01392 251600 or register online to make a reservation