Protecting Your Wealth For The Next Generation

Many people work hard for many years to accumulate wealth that they can pass on to their children. They pay tax on all of their earnings but the government still wants 40% Inheritance Tax on death and for them to pay care home fees. With relatively simple planning, it is possible to preserve most of your wealth, so we are pleased to announce that our next seminar on 17 September will address the subject.  It is titled 'Protecting Your Wealth for the Next Generation' and will cover all aspects of planning around Inheritance Tax and Care Home Fees. We will have three speakers at the event: John McCleary (McCleary & Company Ltd, Chartered Accountant), John Neill (Watson & Neill, Solicitors) and Jason Holmes (Lumen Financial Planning Ltd).

The event will take place at Lough Neagh Discover Centre, Oxford Island, Lurgan.

Registration and bacon Rolls will be from 9.00am for a 9.30am start and we should be finished by 11.30am.

If you would like to register for the event, simply email .

Everyone is welcome, so feel free to bring colleagues, family and friends but please register them, so that we can have bacon rolls for them!