A presentation on how to put in place structures that help to safeguard wealth for future generations.

Preserving family wealth through the generations

This informative presentation will provide invaluable insight into how family wealth can be safeguarded for future generations. We will introduce a case study to demonstrate how different approaches and strategies work and the structures that will help you to reduce the tax burden for your family. this presentation is aimed at anyone who runs their own business and/or wants to reduce the risk of HMRC being a significant beneficiary to their estate.

Date & venue:

  • Wednesday 18th September 2019
  • Kingsgate Conference Centre, Peterborough, PE1 4YT
  • 10am followed by lunch

Book a place

This event is by invitation only, if you would like to attend please contact Charlotte Cameron, Business Development and Marketing Manager at Hunt & Coombs on 01733 882800 or email charlotte.cameron@hcsolicitors.co.uk.

Who will be presenting

Henry Anstey, Partner, Hunt & Coombs Solicitors

Henry leads the Probate Team at Hunt & Coombs Solicitors and specialises in Wills, trusts, probate, tax planning and care for the elderly. he has over 25 years' experience in helping clients to plan for the future.

Fenella Martin-Redman, Partner, Saffrey Champness Accountants

Fenella is an entrepreneur and private client tax specialist. She advises clients on all aspects of personal and corporate tax that affect them as a family, and as a business. 

Ben Byrom, Portfolio Manager, Ravenscroft

Ben has worked in investment management for nearly two decades and is involved in the investment approach of the Huntress Funds. Ben is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds thy CISI Diploma.

Chris Boxhall, Advisor to Vartan Ravenscroft

Chris, who is co-founder of Fundamental Asset, qualified as a chartered accountant in 1989 and has previously worked for Deloitte & Touche and Washington Financial Group. Chris advises Vartan Ravenscroft on its AIM IHT portfolios.

A presentation on how to put in place structures that help to safeguard wealth for the future.

Date & venue:

  • Wednesday 18th September 2019
  • Kingsgate Conference Centre, Peterborough, PE1 4YT
  • 10am followed by lunch

Book a place

This event is by invitation only, if you would like to attend please contact Charlotte Cameron, Business Development and Marketing Manager at Hunt & Coombs on 01733 882800 or email charlotte.cameron@hcsolicitors.co.uk.

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