Let the legacy live on - a Financial Liverpool, CISI & Personal Finance Society joint event

Weightmans LLP
Thursday, 16 May 2024
3:00 pm – 7:00 pm (UK time)
    • Lorraine Wilson, Solicitor, Weightmans
    • Nathan Douse, Senior Protection Specialist, Royal London
    • Stephen English, Investment Director, Stellar Asset Management

Dear Members,

On behalf of Financial Liverpool, CISI & The Personal Finance Society, we invite you to save the date in your diary of Thursday 16 May to attend our inaugural joint event.

“Let The Legacy Live On”

Join our event in central Liverpool to hear three insightful presentations on Legacy and Inheritance Tax Planning.

W will be joined by the following speakers

  • Stephen English from Stellar AM
  • Lorraine Wilson from Weightmans
  • Nathan Douse from Royal London

Overview

Date: Thursday 16 May

Venue: Weightmans Office, 100 Old Hall Street, Liverpool, L3 9QJ.

Transport Links: Moorfields is the closest Merseyrail station and nearby car park include: https://www.ncp.co.uk/find-a-car-park/car-parks/liverpool-pall-mall/ & The Capital, L3 9AF

Registration:3.00pm

Event Start:3.30pm

Finish Time:5.00pm followed by networking, nibbles and drinks.

Please reserve your place by clicking out booking link here.

Further details of our speakers and the session learning objectives will follow soon.

Many thanks,

Financial Liverpool, CISI & The Personal Finance Society

Venue
  • Weightmans LLP
  • 100 Old Hall Street
  • Liverpool
  • L3 9QJ
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.