Preserve and Protect Your Family Wealth
Estate planning guidance, where industry experts will provide invaluable insights into protecting assets and preserving family wealth.
When: Tuesday 2nd July 2024
10:00am-12 noon
Where: The Finance Hub
Linden Park Road, #Unit B, Royal Tunbridge Wells, TN2 5FQ
We would like to invite you to an exclusive event hosted by The Finance Hub, where you’ll have the opportunity to glean insights from various industry experts on the intricacies of long-term financial planning and asset protection.
Learn how to safeguard your family’s legacy, mitigate tax liabilities, and ensure financial security for generations to come. Join us and discover the power of proactive estate planning. Secure your family’s future, preserve your wealth, and embark on a journey towards lasting financial prosperity.
Speakers:
Martyn Bates – Independent Financial Adviser, ABC IFA
Martyn has been advising clients in financial matters for some 24 years following a career in IT. Applying patience and experience in addressing the needs of individuals he ensures solutions are the most suitable for each unique situation.
Alexander Bates Campbell are well placed to find the most appropriate financial solutions for clients. The experience within the team means we can take a wide view of each situation, as no two situations are the same. That individual approach is the hallmark of the firm.
Martyn will outline how easy it can be to protect your wealth from the ravages of Inheritance Tax if you want to. There are many options available, which is why you need to understand the most appropriate for you and your family.
Nathan Blackmore – Chief Executive Officer, WAY Trustees Limited
Nathan has worked in financial services industry since 2006, with extensive experience as both a financial adviser and a service provider, that brings a deep understanding of the challenges and opportunities in the transition of intergenerational wealth.
WAY Trustees Limited, with over 20 years of expertise, has been dedicated to helping families preserve their wealth. Their professional trustee services and unique range of flexible trusts address the complexities of administering and managing trusts, ensuring a smooth transition of family wealth to the next generation.
Nathan will be discussing some of the challenges and opportunities presented by the transfer of wealth between generations, showcasing how making gifts into a lifetime, flexible Trust can overcome the fear of giving away too much too soon, protect against divorce and other social factors, ensure the intended beneficiaries receive their due inheritance when appropriate and provide an effective means of intergenerational tax planning.
Adam Saunders – Client Executive, Sutton Winson
With over 20 years’ insurance broking experience Adam’s specialism is for mid to high net worth clients, in particular the provision of home insurance for these clients including, fine art, collectibles and antiques. He is able to include second homes/holiday homes, pleasure craft and classic or high performance vehicles
Sutton Winson, have spent over 65 years building an independent business respected for their knowledge and integrity. As a Chartered Insurance Broker and professional risk advisory firm, they help businesses with bespoke insurance solutions and provide risk management services for clients of all size. They also offer professional insurance services to private clients and individuals all over the UK and overseas.
Adam will detail the importance of correct cover, under insurance and how insurance & wealth planning can intersect to help people protect what’s really important to them.