Reviewing the state of our finances for retirement and for IHT can easily slip down the priority list in our busy lives.
Cantab Asset Management is delighted to be hosting two seminars (with breakfast in Canary Wharf and lunch in Ironmongers’ Hall, EC2) on 12 October entitled ‘Retirement and IHT Planning’. David Saunderson, Chief Executive, and the Directors will address how to maximise retirement funds, tax efficient withdrawals and inter-generational transfers.
David Saunderson mentions, ‘We are thrilled to be hosting our Autumn seminars again for Partners in London at these special venues – they should prove beneficial to anyone reviewing their finances for retirement.’
Cantab Asset Management has a track record of prudent financial planning and consistently delivering good returns, as shown in the recent FT Private Client Wealth Management Guide where our Balanced portfolio performance was ahead of 42 Private Banks and Wealth Managers.
