Building and Protecting Your Wealth Seminar: Birmingham

This seminar will provide an overview of the considerations for building your wealth through investing for the future, before considering how you can protect yourself through Inheritance Tax mitigation.

Key areas to be covered include:

• the different asset classes
• investment choices available to you
• understanding Inheritance Tax
• how to use trusts
• the importance of legacy planning.
  

Please note: The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

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Advice is provided by Wesleyan Financial Services Ltd. ‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society. Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145), registered company number ZC000145. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone calls may be recorded for monitoring and training purposes.