Financial Seminar: Wealth Preservation

A free 2-hour financial seminar focused on protecting your wealth

and financial legacy.

 

Mitigate inheritance tax, protect your assets against the costs of care,

and preserve your wealth

 

Wealth Preservation Seminar: Planning for the Future

Partnering with Churchers, a reputable law firm, this financial seminar is for those looking to understand how to preserve their wealth and protect assets. If the last two years have taught us anything, uncertainty and unbridled change could just be around the corner.

In a changing, unpredictable world, being armed with the right information, particularly with regards to our financial futures, can give us a sense of control. Many are unaware of the ethical mechanisms available to help protect their estates, and assets against a range of factors such as inheritance tax, the costs of care and more.

If you are looking to mitigate inheritance tax, preserve your wealth and protect yourself against the long-term cost of care, book your free space today.

What will you learn?

In this free 2-hour financial seminar we will discuss:

  • Safeguarding your assets against potential care costs
  • Ways to protect inheritance for future generations.
  • How to ensure your assets reach your children, grandchildren and intended relatives
  • Whether it is possible to reduce the amount of inheritance tax due on your estate

Who should attend our free financial seminar?

This seminar is most valuable to those who:

  • Could be facing a loved one needing care 
  • Wish to protect their wealth from unnecessary taxes, helping them leave the financial legacy they desire
  • Are likely to leave or receive an inheritance
  • Would like to reduce their tax liabilities ethically

Book your free space today!

If you are looking to mitigate inheritance tax, preserve your wealth and protect yourself against the long-term cost of care, book your free space today.

Spades are limited to 50, so we recommend booking early to avoid disappointment.

Where and when?

Spaces for this seminar are limited to 50. Therefore we advise securing your ticket today.

Date & time: 21/07/2022 – 9:30am arrival for a 10am start

Location: The Solent Hotel, Rookery Ave, Whiteley, Fareham PO15 7AJ

The seminar will finish at 12:00 PM and a hot buffet lunch will be served, at which point you will have to opportunity to chat to our speakers or arrange a 1-2-1 meeting.

Wealth Preservation – Your Presenters

This educational seminar is delivered in partnership between Sterling & Law – Hampshire, and Churchers, a renowned local law firm. There are two specialist presenters for the day, Firstly, Ian Batterbee, Practice Principal of Sterling & Law. Our second presenter is, Chris Matthews, a partner at Churchers.

Ian Batterbee, Practice Principal

Ian is a respected, trusted IFA with over 25 years’ financial services experience.

One of Ian’s skills, is his ability to communicate complex financial matters to his clients in an easy-to-understand way.

Further to that, Ian’s calm approach , coupled with his experience helps his clients, resist the urge to make emotional & potentially damaging financial decisions.

Ian is passionate about helping individuals and families protect their wealth, mitigate unnecessary taxes and to their preserve their financial legacies.

Connect with Ian on LinkedIn.

Christopher Matthews – Partner

After qualifying as a solicitor, Christopher joined Churchers in 2007 and was appointed partner in 2013.

He is a senior member of the Wills, Probate and trusts department.

Furthermore, Chris offers a wealth of experience in a wide range of private client work.

This includes drafting Wills, setting up and administering Trusts and dealing with Powers of Attorney. 

Christopher specialises in Inheritance Tax advice and the administration of estates.

He believes passionately in providing practical and effective advice tailored to each client.

Testimonial

Interested in this free financial seminar?

Find out what others have to say about Sterling & Law – Hampshire.

Book your free space at our wealth preservation seminar

If you are looking to mitigate inheritance tax, preserve your wealth and protect yourself against the long-term cost of care, book your free space today.

Spades are limited to 50, so we recommend booking early to avoid disappointment.

About Sterling & Law – Hampshire

We help people across Hampshire & the South of England to plan for the lives they desire through accessible, affordable,  financial advice.

Our experienced, skilled, independent financial advisers offer advice on pensions, investments, financial planning and more.

 

Address

Sterling & Law – Hampshire

5a The Gardens

Fareham

Hampshire 

PO16 8SS