Berkeley Wealth Management Business Protection Seminar

Thursday 23 July at 3.30pm booking required places strictly limited

At Berkeley Wealth Management we have the experience to help you successfully secure and enhance your business financial future by offering specialist advice in a wide range of areas.

To highlight some of these and to help identify how we could work together for the good of your company we would like to invite you to a seminar to be held at 3.30pm on Thursday 23 July at Carvosso’s at 210 Wine Bar and Eating House, Chiswick High Road, W4 1PD

If you would be interested in attending this complimentary seminar to help you and your business through the recession, please reserve your place by telephoning 0208 994 2021 or email seminars@berkeleyconsultants.co.uk (places are strictly limited).

For details on the topics that will be covered on the day, please see below:

• Business Liability - would your business survive if you or a key employee could not work?
• Business Property Relief - does your share of your business qualify for this relief or will it be subject to Inheritance Tax?
• Business Intestacy Risk - do you have a Business Will to stipulate what happens to your share of your business in the event of your death? What will happen if you don’t?
• Corporate Investment Opportunities - have you reviewed your approach to investing following this year’s Budget announcement that the ways in which investments are taxed are to be changed?
• Creating Financial Independence - is using your business as your pension a suitable strategy?

July 15, 2009