Inheritance Tax Issues and Your Pension Death Benefits


Would you like to know how to preserve your wealth?  How about that knowledge regarding your pension death benefits?   What about that legacy you are leaving to your loved ones?

If you were to take professional financial and legal advice you might be able to safeguard your personal financial interests and also gain that peace of mind!

Fishers Dewes Solicitors will be hosting a joint seminar with Ashby Wealth Management, which will cover the following topics:

  • Estate Planning & The New Main Residence Relief –  How does it work and will you and your family benefit?  Find out how to preserve your wealth.
  • Rules on Surplus Pension Funds On Death – How to maximise your pension benefits for your beneficiaries?

This presentation will be concise and understandable with a question and answer session at the end. There will be a chance to arrange for an initial private consultation with a professional Ashby Wealth Management advisers (without cost or obligation) and to be able to talk with a solicitor from Fishers Dewes.

This could be your best financial decision for 2017! 

Attending our free presentation could ensure that your family and beneficiaries retain that wealth you have worked so hard for.

The 1.5 hour presentation will commence at 2pm, and subject to confirming seating, you are also welcome to bring along a friend, family member or a colleague.

Afternoon tea will be served immediately after the presentation.

Come along and enjoy an understandable and informative presentation.

Places will be limited, be sure to book your place as soon as possible.