Watson Moore & Pinney Talfourd join forces to present:
Investment, Wills and Inheritance Tax Seminar
On 26 April Watson Moore and Pinney Talfourd teamed up to provide a relaxed evening of information and advice on the pressing topics of investment, wills and inheritance tax.
The evening was held at Pinney Talfourd's Upminster office and was a full house, with guests compromising of existing clients taking advantage of this new value added service of face to face updates.
Tea and coffee was served beforehand providing an opportunity for a catch up before the detailed presentations started.
Chris Moore is a Partner at Watson Moore Independent Financial Advisers and presented an economic investment update to the group. He also demonstrated how the Watson Moore 'Active Management' service operates and why it has been so successful.
Matthew Edwards, Partner and Head of Private Client team at Pinney Talfourd LLP Solicitors discussed the importance of having a Will and Inheritance Tax planning.
After the presentations many hands shot up for a busy Q&A session. This was eventually taken downstairs to the foyer for more detailed and personal questions over drinks and canapés.
Eventually, by 8pm the bottles were empty and the questions had been answered. Clients were vocal in their satisfaction with the evening and of the expertise of the two firms involved. As a result, further collaborations are in the pipeline.
Are you interested?
If you would like to come along to one of these joint events please contact Victoria Bunn on 01708 229 444 or firstname.lastname@example.org
In the meantime, why not find out more about lifetime gifts in our latest news article.