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Trustee Seminar

November 8 @ 5:00 pm - 6:30 pm

Free

Every quarter we hold a Trustee Seminar – an exclusive event for the Executors, Trustees & Attorneys of our Clients. The event is free to attend, and it’s purpose is to deliver a background understanding of Wills, Trusts & Estate Planning, to ensure that those people you have trusted and empowered for these important roles, know what part they play in your Planning.

At this Seminar, your Executors, Trustees & Attorneys will learn:

  • The basic principles of Estate Planning
  • How Trusts work
  • What to do if your loved one loses mental capacity or goes into Care and you are an Attorney
  • What to do in the event that your loved one passes away and you are an Executor or Trustee

If we have not already had the pleasure of meeting your Executors, Trustees or Attorneys, there will also be the opportunity to meet the Advisers and to ask any questions that they may have, so that they feel comfortable and assured that your families Planning is in safe hands.

If your Executors, Trustees or Attorneys have not yet reserved their place at this informative and exclusive event, please contact Kieran on 01489 877547 to reserve their place now.

We look forward to seeing you there!

Details

Date:
November 8
Time:
5:00 pm - 6:30 pm
Cost:
Free

Organizer

Redwood Financial
Phone:
01489 877547

Venue

The Rumpus
St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
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Phone:
01489 877547
Website:
www.redwoodfinancial.co.uk

Statement

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469.

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Disclaimers

The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice and Estate Planning. Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. https://register.fca.org.uk/

Contact us

Telephone: 01489 877547
Email: info@redwoodfinancial.co.uk

Company information

Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661
Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire,