Wealth Preservation Seminars 2007
Following the Chancellor’s recent pre budget report, we are delighted to invite you to a free seminar at the Fence Gate Inn, Fence, Near Burnley on Wednesday, November 28th or at the Village Hotel, Hyde on Wednesday 5th December

The Seminars will be held in conjunction with Ainsworths Accountants and Estate Planning Solutions (EPS).

We hope you can make either session and we are sure you will find it interesting and of benefit if you own a business or have assets of over £300,000. Please feel free to bring along your spouse and/or business partner.

If you would like to join us on either day please complete this form

name
business name
contact phone
email
If you are bringing along a spouse or colleague please tell us their name(s)
 
I am not able to attend, but I would like some more information on Wealth Preservation
 
Please indicate below which seminar you would like to attend by ticking the appropriate box



The seminars will look at the following topical issues for capital gains tax (CGT) and inheritance tax (IHT):

  • The changes in the Chancellor’s pre budget report October 9th 2007
  • Are you making the most of your CGT and IHT annual allowances?
  • Small gifts, gifts out of income and PETs – making the most of lifetime gifts
  • Transferability’ of allowances
  • Chargeable transfers – using trusts to defer CGT
  • What happens if you don’t make a Will?
  • What about Will Trusts?
  • Corporation tax
  • Income tax
  • Managing your wealth more effectively
  • Discounted Gift Trusts
  • The ‘Panacea Wrap Account’
Panacea Financial Services
Panacea House
100 Manchester Road
Denton
Manchester
M34 3PR
Phone 0161 336 4550
Fax 0161 336 5186
Email enquiries@afsl.info
Panacea is a trading style of Ainsworth Financial Services Limited, which is authorised and regulated by the Financial Services Authority. We are entered in the FSA's register under reference 192807. Registered in England Reg number 4000799
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