Now that stability has been restored and we have greater clarity about the country’s future, we firmly believe more opportunities are available to investors than we’ve seen in many years.

The question remains, what are these opportunities and how can you best capitalise on an economic upswing?

These questions, along with other topics, will be discussed at our next seminar on Tuesday 10 March and I would be delighted if you and, if you prefer, a guest could join us.

Venue

Rookery Hall, Main Road, Worleston, Nantwich, Cheshire CW5 6DQ

Date

Tuesday 10 March 2020

Time

10am for 10:30am start
6pm for 6:30pm start

Parking

Will be available

Refreshments

An assortment of complimentary refreshments, including a hot and cold buffet, will be provided.

Is this seminar right for you?

If you can relate to any of the following statements, then you will benefit from attending:

  • Why it’s been so volatile
  • How different asset classes have performed
  • What you can do to get the most from your shares
  • A look at the current allowances
  • Ways to maximise your returns
  • What is a ‘real income’
  • Looking at the many ways you can secure yours
  • An overview of the current thresholds
  • Explaining your options to reduce your liability
  • An update on the latest rules
  • How you can protect your savings from the tax man
  • Passing your assets safely and legally to your loved ones
  • An explanation of ‘pension freedom’ and what it actually means
  • The options open to you
  • How to ensure you are financially comfortable in retirement
Already have an adviser?

If you already have an adviser, you will still be most welcome to attend our seminar. In fact, it might be a good opportunity for you to see the Applewood approach. If you would like to discuss your current arrangements, we would be happy to spend some time with you - either on Tuesday 10 or another day to suit - without any pressure or commitment.