22nd January 2014

Dear [FIRSTNAME],

I’m pleased you will be joining us next week at our seminar Keeping YOUR money in the family – a guide to estate planning. In the seminar I’ll cover:

  • Avoiding the intestacy rules and leaving your financial matters as robust and clear as possible for your family
  • Ensuring life time gifts and your estate passes to those you always intended to receive it.
  • Reducing the likelihood of unintended beneficiaries making a claim to lifetime gifts and your ultimate estate.
  • Providing a letter of wishes and legal trust framework to protect your children, spouse and other beneficiaries and ensures guardians are appointed if you leave any dependent children
  • Avoiding lengthy delays in the distribution of your estate
  • Ring fencing parts of your estate from Inheritance Tax and local authority costs
  • Protecting against Inheritance tax for future generations

Timings, venue and directions are provided below.

Timings

6.00pm Light refreshments on arrival

6.15pm Seminar commences

7.15pm Question and answers

7.30pm Close

Venue & Car Parking

Parker Chartered Accountants & Financial Advisors Offices
Dominion Court, 43 Station Road, Solihull, B91 3RT

Our offices are in Dominion Court, located in the centre of Solihull. Touchwood Shopping Centre and Solihull Railway Station are situated within a 2 minute walk. The entrance to our offices is at the front of the building. Public car parking is available at the rear of the building off Herbert Road (pay and display).

Directions

From M42 Junction 5 take the 3rd exit onto the A41 Signposted Birmingham, at traffic signals turn left onto Lode Lane (B425 Signposted Solihull Town Centre). At roundabout take the 2nd exit onto Lode Lane (B4102 Signposted Shirley). At roundabout take the 1st exit onto Station Road. Dominion Court will be on the right hand side. Parking available at the rear.

I look forward to welcoming you to our new offices next week. If you have any questions in the meantime please contact Joanne Boulton on 0121 704 1354 or email jb@parkerbd.co.uk.

Regards

Andy Parker BSc FCA APFS
Chartered Accountant, Chartered Financial Planner
Parker Chartered Accountants & Financial Advisors
Dominion Court, 43 Station Road, Solihull, B91 3RT

Tel: 0121 704 1354
email:
ap@parkerbd.co.uk
Web:
www.parkerbd.co.uk