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 was therefore delighted to host a seminar at Downing College, Cambridge on 25th January 2017 entitled ‘Retirement and IHT Planning’. The seminar touched 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, spoke about how to maximise retirement funds, tax efficient withdrawals and inter-generational transfers.
David Saunderson said, “Cantab held another seminar in Cambridge at my alma mater on a key topic that faces many people. The seminar was well attended and, I am sure, proved interesting and beneficial to those who joined us.”
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.
