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Event Details

Is your business looking after you & your family? B


Date:

07/11/2019

Time:

09:30 - 10:30

Topic:

Access to Finance


Telephone:

01622 239300

Email:

getstarted@maidstone.gov.uk

This event has ended

Event Information

Alison Turner and Steve Ivory will be covering the below content and answering your questions;

 

  • Tax advisory and planning.
  • IHT mitigation, Wills, LPAs and Probate.
  • Pensions and retirement planning.
  • Business and family protection.

 

Alison is a Tax Director and has been part of the private client tax team in WK’s Maidstone office for a number of years.  She is well versed on all aspects of lifetime and estate tax planning and can help you to arrange your affairs in a tax efficient manner. 

As a member of the Society of Trust and Estate Practitioners and an Authorised Individual with the ICAEW, she is able to write Wills, assist with Lasting Powers of Attorney, deal with all aspects of a probate application and the estate administration process for non-contentious probate cases. 

Alison’s key priority is providing excellent client service and guidance to individuals, families and business owners throughout their lifetime.

 

Steve has over 20 years’ experience in Financial Services and has been advising clients for over 15 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company. Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics.


Steve specialises in retirement planning, inheritance tax, business financial planning and particularly enjoys working with clients and their families on building and protecting their financial futures.

Venue

The Business Terrace

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