Keeping you informedIronmongers’ HallIronmongers’ Hall

Retirement and IHT Planning Seminar

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 18th October 2017 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, and Jeremy Davis, Managing Director, 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.

Due to the popularity of these seminars, we are holding another breakfast and lunch seminar on ‘Retirement and IHT Planning’ on 14 November 2017. If you would like to attend please contact Judith Purton via telephone 020 3651 0570 or email Judith.purton@cantabam.com.