Westerby Investment Management will provide an insight into Inheritance Tax Planning and Cashflow Modelling in retirement at two conferences to be held in November at The Royal Automobile Club, Pall Mall, London and Leicester’s Y Theatre.
Westerby Investment Management advisers will be joined by key investment strategists from Tatton who will give an insight into investment markets over the last 6 months with an outlook to April 2019.
Westerby Investment Management Managing Director Steve Harvey said: “With economic growth predicted to remain modest and uncertainties over the Brexit negotiations causing a drag on business investment, it’s wise to plan ahead. The investment conferences will provide insight on IHT Planning and Cashflow Modelling to provide for a sustainable retirement.”
The conference at Leicester’s Y Theatre on East Street, will take place on Tuesday 6 November with bacon rolls provided at 10am followed by presentations from 10.30 -12pm.
The London conference will be held in the Committee Room at the RAC Club on Thursday 8 November with a reception at 10.30am with presentations from 11- 12.30pm followed by light refreshments.
The conferences come at a time of continuing business growth for Westerby Investment Management with a 50 per cent increase in staff over the last five years and turnover and pre-tax profits more than doubling.
Steve said: “We are looking forward to meeting new and existing clients in Leicester and increasing our client base in London at a time when we are seeing a significant increase in demand for independent and unrestricted advice.”
For more information and to RSVP contact Debbie Hinks, Tel: 0116 247 0304 email: firstname.lastname@example.org