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Investing

Free Seminar On Investments, Inheritance Tax And Wills19th Sep 2018

by on 19th Sep 2018

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Families can discover the latest investment and Inheritance Tax (IHT) opportunities at a free seminar being run by Coles Miller Solicitors and Heritage Investments.

The seminar on October 4 (9.30am-1pm) at Dudsbury Golf Club near Ferndown will also feature free valuations by Duke’s Auctioneers of Dorchester.

Speakers at the event will be:

  • 10am; Coles Miller Partner Stuart Bradford – The Importance and Benefits of a Lasting Power of Attorney
  • 10.15am; Coles Miller Senior Lawyer Graham Lawrence – The Importance of Making a Will
  • 11am; Heritage Investments Consultant IFA Michael Kelleher and IFA Tom Parkinson – Rules of the Road to Investing and Inheritance Tax Planning
  • Noon-1pm; Marc Allum of Duke’s – an expert on BBC Antiques Roadshow – will give an overview of the auction world and free verbal valuations (small, easily portable items or photographs of larger items only).

Coles Miller’s wills and probate solicitors offer expert advice at the firm’s offices in Poole, Bournemouth, Christchurch, Broadstone and Wimborne. They also visit clients at home or in hospital.

Heritage Investments has offices in Christchurch and Wimborne. The firm has been awarded Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for financial planners.

Duke’s Auctioneers holds a broad series of auctions at its Dorchester locations and provides formal valuation services by appointment in the case of Inheritance Tax Assessment and for insurance provision.

To book free places at the seminar, contact Coles Miller Marketing Assistant Kate Lawrence, 01202 673011. Book your place online using Eventbrite.



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This document is not intended to constitute and should not be used as a substitute for legal advice on any specific matter. No liability for the accuracy of the content of this document, or the consequences of relying on it, is assumed by the author. If you seek further information, please contact Managing Partner Neil Andrews at Coles Miller Solicitors LLP.