Dinner at the Castle – Thursday 4th April 2019
Smith Eliot is running a series of informal evenings at Oakham Castle and invites you to join us.
The evenings will commence at 6.30pm for a 7.00pm start and include no obligation pre-dinner drinks and a two-course dinner.
These dinners are always topical and if after the event you would like to book a meeting to discuss your own personal circumstances that would be great. If not, it will have been lovely to meet you!
Inheritance Tax Planning Unravelled
Most of our clients have worked hard all their life to accumulate their wealth and naturally want to pass on as much as possible to their heirs, tax efficiently.
We will explain the rules and regulations surrounding Inheritance Tax together with various practical solutions to help you both mitigate it and provide for it.
As Inheritance Tax is very much a ‘family’ discussion, please feel free to bring your children or parents along to this event.
If you would like to join us, please call us on 01572 759759 and ask for Vicki to confirm your places.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU