Retirement and IHT Planning Seminar October 2018
26th October 2018
The Lord Mayor visits Ironmongers’ Hall on Wednesday 17 October with a retinue of 11 horses. David Saunderson, Chief Executive of Cantab, greets The Lord Mayor, Charles Bowman, a Senior partner of PwC, ahead of the Cantab Autumn Seminar held at the livery hall.
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 delighted to host a breakfast seminar at 40 Bank Street and a lunchtime seminar at Ironmongers’ Hall on 17th October 2018 entitled ‘Retirement and IHT Planning’. The seminar addressed important aspects to consider as people prepare their financial situation for retirement.
Lionel Welch, one of the Cantab Directors, spoke about how to maximise retirement funds, tax efficient withdrawals and inter-generational transfers.
Cantab Asset Management has a track record of prudent financial planning and delivering good returns, as shown in the 2017 FT Private Client Wealth Management Guide where our Balanced portfolio performance over 5 years was ahead of 44 Private Banks and Wealth Managers.