Oxford Branch - Wills, Trusts and IHT plus AGM

Event type
Venue
North Oxford Golf Club, North Oxford Golf Club, OXFORD OX2 8EZ
Branch
Region
Thames Valley
Event dates
Monday 20 June 2022 - 18:30 to 20:30
Agenda

6pm for 6.30 start
Light buffet on arrival & a chance to network before the presentation.

Speaker 1 – Emma Stewart from Brethertons LLP - Solicitor, full member of STEP (Society of Trust and Estate Practitioners) and SFE (Solicitors for the Elderly), recognised in Chambers HNW and in Legal 500
Areas of expertise - Partner in the Wills, Capacity, Trusts and Probate team, dealing with the administration of Estates, drafting Wills, drafting and registering Lasting Powers of Attorney, registration of Enduring Powers of Attorneys, advising customers on inheritance tax and capacity issues, and negotiations with HRMC on taxable estates.

Speaker 2 - Mathew Timms from Timms Wealth Management Ltd - APFS – Chartered Financial Planner – Chartered Institute of Insurers
Area of Expertise – Retirement Planning, Investment Planning & Inheritance Tax Planning

IHT and Trusts

IHT and Trusts

Session times
Monday 20 June 2022 - 18:30 to 20:30
Free event

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