Upcoming Events

Posted by: Swindells FP, on August 26, 2014.

Swindells Financial Planning are running regular events to provide you with useful, thought provoking and topical content designed to help you make informed decisions regarding your financial future in a relaxed and friendly atmosphere.

After our main presentations all of our speakers will be on hand to speak with you in person should you have any questions or if you would like to discuss your own unique financial challenges.

Here’s how to reserve your place

Details of our upcoming events are listed below.  To pre-register your interest just fill out our “Book a Consultation” form at the bottom of this page and we will be in contact to confirm your place.  Just state which seminar you are interested in and how many places you would like to reserve in the “what would you like to talk about” field.

Retirement Planning and the New Pension Landscape

In this seminar we shall look at what opportunities the Government’s changes to pension scheme legislation has brought to both those approaching retirement and those already in retirement.  We shall also discuss how, with the right planning, you can achieve a retirement that meets you and your family’s own unique needs.

  • Atlantic House, Uckfield – Thursday 13 November 2014 – 5:30 – 6:30 (refreshments will be served from 5:00)

Inheritance Tax Planning

This ever popular event returns to provide you with practical tips and ideas on how you can reduce your inheritance tax bill.  Doing nothing about a potential inheritance tax liability can mean that the Government are potentially the largest beneficiaries of your estate; with the right planning you can make sure your wealth goes to who you want it to and is passed to them when you want it to be.

  • Atlantic House, Uckfield – Thursday 13 November 2014 – 10:30 – Midday (refreshments will be served from 10:00)


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