Achieving the best of both worlds – Invitation for Accountants & Solicitors

Achieving the best of both worlds – Invitation!

Mitigating Inheritance Tax (IHT) remains an important objective for many of our clients but not if it compromises their financial security. For this reason clients have been attracted to planning solutions such as Discounted Gift Trusts (DGTs) and Gift and Loan Trusts. Our workshop will explore the opportunities in this area and introduce the Flexible Reversionary Trust and show how it can, for the right client, offer the best of both worlds.


Our event is being held at Quay Hotel & Spa on Wednesday 29th April

The timing of the event is as follows:

  • 8:30am – 9:00am       Meet and greet – Coffee and Breakfast Rolls
  • 9:00am – 10:00am       Estate Planning Session
  • 00am – 10:30am     Coffee/Tea – Networking Session (optional)


Wyn Thomas – Managing Director of Axys Investment Management Limited

Cathy Russell – FPFS, TEP, Chartered Financial Planner – Canada Life International


To confirm your attendance please email or call  01244 893838.

We would also like to extend a warm invitation to any of your own connections or colleagues who might benefit from the event. Please contact us in advance to discuss any additional attendees.

We look forward to meeting you on the 29th April.