IFAs - There's more to life than death...
The WAY Group Newsletter for Financial Advisers | September 2011
IFA invitation: Estate Planning and IHT Mitigation Seminars, Autumn 2011.
Now may be the ideal time to revisit clients who feel that their estate planning is already complete, as well as to seek out new prospects. Collaborative arrangements with professional connections are very important in this regard (see further below).
That's where WAY Group can help. Not only do we have a range of innovative investment strategies available, we can also provide you with the tools and information necessary to make estate planning a compelling venture for both you and your clients.
We will provide clear examples of how you can assist your clients with the issues you identify in regard to their financial and investment needs. We would also be happy to cover our opinion on various legislative matters, including the extension of the DOTAS (Disclosure of Tax Avoidance Schemes) regime to IHT arrangements and how this may affect your clients.
To find out more, you are invited to attend a seminar at one of the following venues:
Dates & Locations:
- Southampton: Tuesday 11th October
The Legacy Botleigh Grange Hotel (Millennium Suite), Grange Road, Hedge End, Southampton, Hampshire SO30 2GA
tel: 0844 411 9050
sat nav postal code: SO30 2GA
website: www.legacy-hotels.co.uk/
- Norwich: Tuesday 18th October
Dunston Hall (Fulford Suite), Ipswich Road, Norwich, Norfolk NR14 8PQ
tel: 01508 470444
sat nav postal code: NR14 8PQ
website: www.devere.co.uk/our-locations/dunston-hall.html
- Newcastle: Wednesday, 26th October
Jesmond Dene House Hotel (John Dobson Suite), Jesmond Dene Road, Newcastle-upon-Tyne NE2 2EY
tel: 0191 212 3000
sat nav postal code: NE2 2EY
website: www.jesmonddenehouse.co.uk/
- Glasgow: Thursday, 27th October (9:30 a.m. for 10:00 a.m. start)
Blythswood Square Hotel (Screening Room), 11 Blythswood Square, Glasgow G2 4AD, Scotland
tel: 0141 248 8888
sat nav postal code: G2 4AD
website: www.townhousecompany.com/blythswoodsquare/
- Edinburgh: Thursday, 27th October (2:30 p.m. for 3:00 p.m. start)
Edinburgh Marriott Hotel, 111 Glasgow Road, Edinburgh EH12 8NF, Scotland
tel: 0131 334 9191
sat nav postal code: EH12 8NF
website: www.marriott.co.uk/hotels/travel/edieb-edinburgh-marriott-hotel/
- Exeter: Tuesday, 8th November
Woodbury Park Hotel & Golf Club, Woodbury Castle, Woodbury, Devon EX5 1JJ
tel: 01395 233382
sat nav postal code: EX5 1JJ
website: www.woodburypark.co.uk/
Registration:
Registration for all venues, except for those in Scotland, will take place at 10: 00 a.m. ahead of a 10: 30 a.m. start. The presentations will last for 1.5 hours and will be eligible for CPD points.
We will also show you how developing co-operative working relationships with your professional connections would broaden the service you provide to existing and prospective clients.
Should you wish to invite any of your professional contacts to participate in this regard, please feel welcome to do so.
There is more to life than death, however - our innovative trusts may have been written for IHT mitigation purposes, but they can also be used for family wealth preservation.
Clients may worry that putting their money into a trust will result in loss of access and control - we will demonstrate that this should not be the case. The seminar will cover five reasons as to why finding the right trust is essential:
- Divorce
- Family emergency
- Care fees
- Surviving spouse
- Special anniversary
We will provide clear examples of how you can assist your clients with the issues you identify in regard to their financial and investment needs.
Book now:
Please R.S.V.P. to Tony Lyons, IFA Support Manager, giving details of the seminar of your choice, either:
by telephone: 01202 890895 or
by email: tony@waygroup.co.uk
Or, if you prefer, you can use the website: Contact Form to get in touch.
My colleagues and I would be delighted if you and your professional contacts can make it and look forward to meeting you.
Yours sincerely,
Eddie O'Gorman
Director of Sales & Marketing
WAY Group Limited
12th September 2011.
PS: If you are unable to make it yourself, then why not pass on our invitation to a colleague?
– Ends –
Associated links:
Plan Details: The WAY Inheritor Plans
How to contact us
If you wish to discuss any matters arising from this seminar invitation or, indeed, want to talk to us about any of WAY's products, then you are most welcome to call either Tony Lyons, IFA Support Manager, or Mark Benson TEP, Technical Manager , on head office telephone number: 01202 890895. Or, if you prefer, you can use the website: Contact Form to get in touch. We look forward to hearing from you.
Please Note:
This document has been prepared for Financial Intermediary Clients and Professional Associates of WAY Investment Services Ltd and is not intended for and must not be distributed to Private Investors. This document does not constitute investment advice. Services referred to in this document may not be suitable for every investor and if in doubt independent financial advice should be sought. No representation or warranty is given (express or implied) as to the accuracy, completeness or correctness of the information nor the opinions, interpretations and conclusions contained in this document. No liability is accepted whatsoever for any loss howsoever arising from any information in this document subject to the rules of the Financial Services Authority or the Financial Services and Markets Act 2000. Past performance is not necessarily a guide to future returns and changes in rates of exchange between currencies may cause the value of investments to rise or fall. Share prices, values and income can go down as well as up and investors may get back less than their initial investment. WAY Investment Services Ltd is an Appointed Representative of WAY Fund Managers Ltd which is authorised and regulated by the Financial Services Authority.
The WAY Group Newsletter for Financial Advisers | September 2011