Inheritance Tax Planning and Investment Seminar

Inheritance Tax and Investment Seminars at Sage Wealth Management are free and designed to help you maximise your capital and safeguard intergenerational wealth. As a Partner Practice of St. James’s Place, our financial experts lead these seminars to help you safeguard your money.

Sage Wealth Management are expert financial planning advisers who specialise in intergenerational wealth management and investment management and investing planning.

  • 1pm-1:15pm: Registration, refreshments will be available
  • 1:15pm-1:45pm: Presentation, Michael Sage, Sage Wealth Management
  • 1:45pm-2:15pm: Presentation Local Solicitors
  • 2:15pm-3pm: Networking, refreshments and light canapés will be available

  • Register for a seminar

  • Please complete the form below to book onto the seminar.
    Sage Wealth Management Ltd will be in contact to confirm the booking.

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  • The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy


Details

Date: 2 May
Time: 1pm-3pm

Venue

Venue: Ellingham Hall, Ellingham, Chathill, NE67 5EY