TEESSIDE OFFICE 01642 356500
Since 1876

May 9
Wealth preservation and your succession planning

08:00 am - 10:30 am
Durham County Cricket Club, Emirates Riverside Cricket Ground, Chester-le-Street, DH3 3QR

Jacksons Law Firm, UHY Torgersens and Active Chartered Financial Planners would like to invite you to attend a free wealth management seminar covering ‘Wealth preservation and your succession planning’.

Martin Johnson, Partner, UHY Torgersens:

  • Maximising your share from your business and investments
  • Don’t volunteer to pay Inheritance Tax if you don’t have to!
  • Do you know where your wealth is and what it’s worth? A regular healthcheck ensures maximum returns

Andrew Steel, Associate Solicitor Jacksons Law Firm:

  • Why it is important to make and review your Will regularly in the ever changing fast pace of modern life
  • How to pass on and protect your digital assets on death or mental incapacity

James Robertson, Chartered Financial Planner, Active  Chartered Financial Planners:

  • Using a pension to take more from your business
  • Using your pension flexibly to minimize tax in retirement
  • Using your pension as a tax-free inheritance for your loved-ones

8:00 – Registration, networking and breakfast.
8:30 – Introduction
8:35 – 9:35 – Talks from Martin Johnson, Andrew Steel and James Robertson.
9:35 – 9:45 – Q&A
9:45 – 10:30 – Further networking and finish

If you are interested in attending this free event, please book using the booking link below. Alternatively you can book your place direct with Caroline Noble at or by phone on 01642 873722.

Places are limited and will be reserved on a first come first served basis.

Breakfast will be provided so please let us know of any dietary requirements when booking. There is free car parking at the venue.

Please feel free to extend this invitation to anyone you think may be interested in attending.

Click here to book

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