Investment Update – Winter 2018/19
Featuring:
- Hitting ‘the wall’- key market overview
- Conviction in ‘Value’ Stocks
- Good things come to those who wait
- With volatility comes opportunity
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Should you be weary of hearing about the ‘B’ word and its ramifications, you may, of course, wish to fast forward through the first part of the update and focus on our general investment stance which you will find at the end.
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Pinnacle Financial Services & Wealth Management is offering a limited number of places at a FREE seminar to anyone with significant wealth wishing to protect it as an ongoing legacy for the next generation and those who follow.
WHAT WE WILL COVER:
This is an opportunity to learn about Estate Planning, Legacy Planning, Bloodline Protection and Inheritance Tax. The seminar will look at how to calculate IHT, ways to reduce it and explain why planning is essential. We will also address the dilemmas that people can face and the challenges of Family Governance that can make passing wealth down a difficult process. Scenarios and case studies will be used to illustrate our presentations and explain the steps and discussions that can help keep wealth in the family.
Pinnacle Financial Services & Wealth Management is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Trusts or Wills or some forms of tax advice. The value of your Investments can go down as well as up, so you could get back less than you invested.