On 4th May, NatWest Bank brought together Leading Chartered Accountants and Independent Financial Advisers Ward Goodman and Specialist Local Law firm Farnfields Solicitors, to host their first joint, topical seminar in Shaftesbury. The informal seminar included presentations, lunch and a chance to chat to the experts, and centred on planning for the future and discussing important legacy topics.
Patrick Kennedy from Canada Life opened the presentation with a very informative talk highlighting the importance of Inheritance Tax planning to minimise tax liability and the earlier this is done the further the benefit is maximised.
Elizabeth Neame, Senior Associate Solicitor from Farnfields Solicitors gave a very thought-provoking talk on wills, power of attorneys, bank of Mum and Dad and digital assets. Everyone in the room went away considering things they had never thought of before, in particular, what happens to information stored via your digital devices after you die?
Experienced Independent Financial Adviser Adrian Seager from Ward Goodman, closed the morning with a talk on Equity Release mortgages. At one time un-regulated and a very expensive way to release equity in your home, but nowadays a very viable option for anyone wanting to raise capital from their asset.
The event was heralded a great success by those that attended, all having found the event very useful, especially the collaboration of the bank, solicitors, accountants and financial planners; meaning they were in one room to get questions answered.
If you would like information on any of the above issues or if you would like to speak with a specialist adviser, please give Ward Goodman a call on 01747 835435 to arrange a no-obligation free initial meeting, or pop into the Shaftesbury office without an appointment when our advisers will be waiting to meet you as part of our ongoing ‘Financial Friday’ drop ins.
Ward Goodman will continue to offer seminars in Shaftesbury, so please get in touch if there is any topic you would like covered next time. For details of future Ward Goodman seminars and services, see www.wardgoodman.co.uk.