Seminar Programme: Pocklington

Ken Room Asset Management Ltd held two seminars in January on topics of great interest and relevance to the people of Pocklington. They covered Pensiosn and Inheritance planning.

We are now offering the same topics with a personalised service.

If you want to protect your assets in retirement, please make an appointment and we can cover the topics in a review meeting. The we will be able to give you individual advice on your assets.

The seminar topics were those set out below:

"How to make my money work harder and how to get the best from my pension" and
"Ways to minimise the effects of Inheritance tax on my family".

This talk covered ways to improve the return on your investments, focusing on

• tax efficient investments e.g. ISA's
• securing best charges e.g. WRAP accounts
• investing in the right funds e,g, fund supermarkets
• investing in line with your attitude to risk
• setting targets for your investments
• the new pension rules
  
• And how Ken Room Asset Management Ltd is best placed
  to look after all these areas for you.

"Ways to minimise the effects of Inheritance tax on my family".

This talk covered the following areas:

• Outlining the present position
• New rules on trusts
• Some example calculations of how much IHT your family may have to pay
• Will trusts
• Discounted gift trusts
• Gift and loan trusts
• Life cover in trust
• Investments in trust with guarantees
  
• And how Ken Room Asset Management Ltd is best placed to look after all these areas for you.

For an individual review and planning service, call 01759 303281 today.