Free Seminar: Keeping your money in the family – How to have your cake and eat it!

Retirement and Investment Solutions, specialist financial advisors for the over-50s and Hedge End-based solicitors, Eric Robinson, invite you to join us on Thursday May 9th at 5:30pm for an enjoyable and informative seminar tackling the hot topic of Money and How to Keep Control of It.

We will look at how to pass on your financial legacy to loved ones, without having substantial sums go to the taxman, how to avoid your hard earned money being swallowed up in care fees and how to manage your money through divorce.

 

1. Births, deaths and marriages – control where your money goes

Leading solicitors Eric Robinson, explore the topic of Trusts, what are they and how they can be used to mitigate Inheritance Tax or protect assets, for example in the case of second marriages and care fees.

 2. BPR – Inheritance Tax: Have your Cake and Eat it

Most common Inheritance Tax mitigation schemes require you to give the money away, meaning it is not accessible should you need it in an emergency. On top of this, you would normally have to survive for a seven year period to gain any benefit.

Retirement and Investment Solutions introduce you to a scheme that reduces your Inheritance Tax liability without you having to give away your assets – in other words, you can have your cake and eat it.

The Details

Cost: Free
Date: Thursday 9th May
Time: 17:30 Registration: 18:00 Start – 19:30 Finish
Location: The Botleigh Grange Hotel & Spa (Grange Road, Hedge End, Southampton, Hampshire SO30 2GA)

To claim your free place, please ring 01489 878300 and speak to one of our friendly team or register using form below.

 

Book your place(s)

Sign up for our FREE guides

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We currently have six useful pension and investment guides for you to download:

1. 10 Golden Rules of Recession-Proofing Your Portfolio – 10 excellent tips on how to manage your portfolio in difficult times.

2. 10 Golden Rules of Long-Term Investment – essential tips for getting the best out of your investment portfolio.

3. 7 Essential Steps for Everyone Facing Retirement – a “must read” guide for everybody approaching retirement – practical and jargon-free.

4. Guide to annuities and your options at retirement – Everything you need to know about reaching retirement in one easy to read guide.

5. Worried about redundancy – Everything you need to know about facing redundancy in one easy to read guide.

6. Planning for Retirement – Everything you need to know about pensions and retirement in one easy to read booklet 

 

Please complete the form below and you will then get access to the FREE investment and pension guides.

 

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Referrals from existing clients just like you are our most important source of new clients and we will always have time to talk to your friends, family and colleagues to discover if our services could be of benefit to them.

If you know someone over the age of 50 that could benefit from a free retirement review, we would be delighted to speak to them to see if we can help.

As a “Thank You”, if your recommendation results in us appointing a new client*, we would like to offer you one of the following gifts:

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FREE Guide - 7 Essential Steps for Everyone Facing Retirement


7 Essential StepsA “must read” guide for everybody approaching retirement – practical and jargon-free.

The pension landscape has changed dramatically over the last few years. It is easy to feel overwhelmed by the changes and concerned about the implications for your retirement.

In response to this, Retirement and Investment Solutions have put together a comprehensive and easy to understand guide on the changes that have taken place and what they mean for you.

To get your free copy, please fill out the form below and we will send you the guide immediately.

To arrange your free retirement review and to ask any questions relating to the guide or retirement, please feel from to contact us on 01489 87830 or email This email address is being protected from spambots. You need JavaScript enabled to view it. .

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Contact us

Retirement and Investment Solutions
5 Lancer House, Hussar Court
Waterlooville
Hampshire, PO7 7SE

T: 01489 878300
F: 0870 0104883
E: advice@retirementis.co.uk