COMPLIMENTARY FINANCIAL PLANNING SEMINARS
We are very excited to announce that Four Wealth Management have now merged with another St. James’s Place practice – Cooper Associates Wealth Management.
We look forward to welcoming you to one of our offices in Bristol, Taunton, Cheltenham or Cirencester very soon.
Our phone number remains the same. Please do get in touch if you have any queries on:
0117 973 0500
You will shortly be redirected to the Cooper Associates Wealth Management website.
Upcoming inheritance tax planning and retirement planning seminars
Inheritance Tax Planning seminar
Wednesday 9th October 2024
9:30am – 12:00pm
Hotel du Vin, Parabola Rd, Cheltenham GL50 3AH
The key topics that will be explored include:
- How Inheritance Tax will affect your estate and who pays it;
- How to mitigate your tax liabilities by using your annual allowances;
- How Trusts work and how they are used to gift while keeping control;
- How to gift to children and grandchildren;
- How to grow your wealth tax-efficiently
Inheritance Tax Planning seminar
Thursday 10th October 2024
9:30am – 12:00pm
Clevedon Hall, Elton Road, Clevedon BS21 7RH
The key topics that will be explored include:
- How Inheritance Tax will affect your estate and who pays it;
- How to mitigate your tax liabilities by using your annual allowances;
- How Trusts work and how they are used to gift while keeping control;
- How to gift to children and grandchildren;
- How to grow your wealth tax-efficiently;
Inheritance Tax Planning seminar
Tuesday 22nd October 2024
9:30am – 12:00pm
Leigh Court, Pill Rd, Abbots Leigh, Bristol BS8 3RA
The key topics that will be explored include:- How Inheritance Tax will affect your estate and who pays it;
- How to mitigate your tax liabilities by using your annual allowances;
- How Trusts work and how they are used to gift while keeping control;
- How to gift to children and grandchildren;
- How to grow your wealth tax-efficiently;
Inheritance Tax Planning seminar
Thursday 24th October 2024
9:30am – 12:00pm
Hare and Hounds, Bath Rd, Westonbirt, Tetbury GL8 8QL
The key topics that will be explored include:- How Inheritance Tax will affect your estate and who pays it;
- How to mitigate your tax liabilities by using your annual allowances;
- How Trusts work and how they are used to gift while keeping control;
- How to gift to children and grandchildren;
- How to grow your wealth tax-efficiently;
Retirement Planning seminar
Wednesday 16th October 2024
6:00pm – 7:30pm
SS Great Britain, Great Western Dockyard, Gas Ferry Rd, Bristol BS1 6TY
The key topics that will be explored include:- How to grow your pension to keep up with or outpace inflation;
- How to take full advantage of tax reliefs and allowances;
- How to calculate how much you potentially need to save to enjoy a comfortable retirement;
- The tax implications of accessing your pension benefits;
