Date: 28 September
Venue: Berkeley Castle, Berkeley GL13 9BQ
On Friday 28th September we held our client event and lunch at the wonderful and historic Berkeley Castle in Gloucestershire.
As a Fellow of the Personal Finance Society, Tony Anderson delivered the briefing, giving his insights on how to preserve your wealth, by efficiently structuring assets so as to mitigate the impact of tax, as well as wider Investment Planning Strategies.
If you have any questions or require further details please contact Becky Keep, in our Client Services Team, on 0117 900 1639 or by email.