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 therefore delighted to host a seminar at Downing College, Cambridge on 25 January 2018 entitled ‘Retirement and IHT Planning’. The seminar will touch on important aspects to consider as people prepare their financial situation for retirement.
Lionel Welch, one of the Cantab Directors, and David Saunderson, Chief Executive, will speak about how to maximise retirement funds, tax efficient withdrawals and inter-generational transfers.
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 44 Private Banks and Wealth Managers in 2017.
