You will have no doubt seen in the press the rules surrounding pensions and Inheritance Tax (IHT) have changed. You now have a once in a lifetime opportunity to make the most of your retirement planning.
If you are approaching retirement, are looking to review your current pension plans or simply want to plan ahead for your later years, then now is the time to take action.
With this in mind, Gemini Wealth Management would like to extend an invitation to our complimentary seminar being held at Sutton Coldfield Golf Club on Saturday 15th October at 10.30am. Refreshments served from 10.00am.
The event allows you the opportunity to invest a short amount of your time and receive information on:
» What exactly are the changes to Pensions?
» What changes are being made to IHT?
» What you must do now because of those changes
» The affect of those changes on your financial planning?
» What happens to your pension on death?
» How to ensure that beneficiaries are protected
» How to utilise your pension as an active investment
We know that financial planning can be boring, but this is not the time to put your head in the sand. We will ensure that the briefing is not just enjoyable, but informative too. You will then be in a position to consider any relevant changes to your arrangements.
The event promises to be a relaxed occasion and we would be delighted to welcome you as our guest. If you know anyone that you feel would benefit from attending, please feel free to extend this invitation to them.