Do you or your clients have a potential Inheritance Tax liability? Are they concerned about the financial security of their family in an ever-challenging world? Maybe they are starting to consider how best they can preserve family wealth for future generations?

As the boomer generation reach the end of their lives over the next 20 years, an unprecedented amount of family wealth will change ownership. 

Whilst this represents an incredible opportunity for advisers and families alike, there is also the reality that much of this will not end up in the hand of those intended, without expert advice and guidance.

Professional advisers working together can achieve better client outcomes, come along to find out how.

Breakfast @ the Hub

The Finance Hub is looking forward to hosting the Sevenoaks District Chamber of Commerce: Third Thursday Tunbridge Wells Event on 17th August and would like to invite you to an earlier breakfast meeting prior to the main event.

A selection of breakfast drinks and light bites will be available.

Powerful Lifetime Planning Strategies

Discover how by working together, we can ensure the smooth transition of family wealth and how financial security can be secured for future generations.

The Finance Hub

A new way of getting your money sorted. Everything you need to help you achieve your business or personal goals under one roof.

WAY Trustees Limited

A Professional Trustee Service alongside a unique range of flexible trust solutions which can overcome the dilemma of giving away too much too soon whilst removing the complexities of administering and managing a trust.

Auderli 

A platform to help organise and share your most important life information in one safe space, Auderli helps professional advisors revolutionise the way they engage, communicate and collaborate with their clients. 

By attending, you will be able to:

• Identify Estate Planning opportunities.
• Discover flexible planning strategies that can adapt to changing circumstances.
• Successfully meet client’s objectives through collaboration. 
• Bring peace of mind for families in an economically challenging world.   

Your Speakers

Gillian Palmer

Founder of The Finance Hub, will highlight the benefits of collaboration to achieve better client outcomes.

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Nathan Blackmore

Director of WAY Trustees Limited, will Introduce the Acrobat Trust, a solution to the gifting dilemma

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Steve Crouch

Founder & CEO of Auderli, will introduce Auderli and highlight how professional advisors will benefit from this new, secure platform.

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Timings

• Registration will commence at 8am with Bacon rolls provided.
• Presentations will begin promptly at 8:30am and will run until 9:30am.

Places are limited – so please book your place today using the link below.

Book Now