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This article was published on March 4th, 2021
Novus Financial Services and Thorneycroft Solicitors have the pleasure of inviting you to our online zoom Investment and Estate Planning Event. Given the unprecedented last twelve months, we think there has never been a better time to bring you up to date.
Together with IBOSS Asset Management, Novus Financial Services will cover why regular communication will be particularly important in 2021 and beyond as we enter a new investing era. Investors can greatly benefit from being kept informed of their portfolio changes by an investment professional and being aware of market information that could affect them personally.
We believe active management is important, now more than ever, because many funds are fundamentally undervalued versus their historical value. In this session, we will explore this further, looking at why this is and how the post-pandemic economic and political landscape could impact investments over the next few years.
Heather Gaunt, STEP solicitor and Associate Director at Thorneycroft Solicitors will talk through important factors to consider for Inheritance Tax planning: including ensuring your Will is up to date and Powers of Attorney are in place. The creation of Trusts and gifting exemptions will also be discussed during the estate planning event.
We will be holding a Q&A session at the end of the presentation. We would welcome questions in advance to be answered on the day. Questions posted during the meeting will be answered time permitting; otherwise, you will receive a personal response afterwards.
The event will be held at 11 am on Wednesday 24th March via Zoom; it will last one hour.
To register for this event please email NatashaS
We look forward to seeing you there