Seminars
Aisaprofessional seminars
We run a range of seminars – Inheritance Tax, Retirement Planning, Investment Asset Allocation, and Economics – for more information on the topics covered then contact us
Advice
Our seminars are run by specialists on the basis of providing information for clients and selected invitees. They incorporate some elements of basic advice (for example, updating of wills) but should really be regarded as providing broad information, from which attendees should then seek further information from qualified specialists. For detailed information about our staff, including recent exams taken, then click here.
November seminars will provide information on the following:
- Your potential liability to Inheritance Tax following recent changes in UK legislation.
- Various methods of addressing these issues, depending on circumstances and requirements.
- Estate Planning issues from our guest speaker Solicitor firm Awdry Bailey & Douglas.
- Learn about important issues regarding Long Term Care Home fees.
Next Seminars
2012 Clevedon – Walton Park Hotel
2012 Bath – Park Hotel
2011 Marlborough – Rockley Manor , Tuesday 15th of November at 10.30am. Address – Rockley Manor, Marlborough, Wiltshire, SN8 1RT For directions please contact 01672 511022.
For full information on content or any requirements please contact AisaProfessional - Unit 4, Fordbrook Business Centre, Marlborough Road, Pewsey, SN9 5NU. (Tel: 01672 569111)
More Information
We give clients an opportunity to meet experts in investments, pensions and inheritance tax; to have people, who really know what they are talking about, help them. What marks us out as different is the combined services of solicitor firms and ourselves, a specialist IFA, working together. Our aim is to provide you with up-to-date information and opinion through seminars, informative newsletters and fact sheets concentrating on investment pragmatism and inheritance tax planning. During our seminar, we enable you to understand how inheritance tax will affect you and steps that you can take to reduce its affect on your beneficiaries.
Even if you have an existing arrangement you should certainly consider reviewing it in light of the many changes over recent months
Generic Outline programme
Some, or all of the following will be covered:
- Learn simple steps that you can take to protect your money.
- Impact of Budget changes on Inheritance Tax Planning (Where appropriate).
- Retirement Planning.
- Issues around your Income in Retirement.
- Case Studies.
- Succession Planning and Exit Strategies for Business.
- Investment Strategy and Holistic Planning.
- Using Trusts and Wills.
- Lifetime Planning.
Future Seminars
Further seminars are due to be officially published early in 2012 at a range of venues. With the changing economic environment we have yet to decide the topics, or the geographic areas covered in 2012-13, but once finalised we will incorporate a PDF link (below) which you can download, complete and return to us.
Download an EXAMPLE printable PDF here
Shown below is an EXAMPLE of venues from seminars in 2007. We normally cover London, Bristol, Bath, Cambridge, Norwich and Brighton:
AisaProfessional is a trading style of AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority. 4 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676
