BBS Law and Raymond James Golders Green hosted a highly informative seminar designed to provide valuable insights and expert advice to individuals seeking to optimise their retirement strategies and professionals seeking to gain knowledge to benefit their clients. With an impressive line-up of speakers and a large audience of clients and contacts in attendance, the event proved to be a great success.
Expert Speakers
The seminar featured BBS Law’s Richard Denton, Partner and Sebastian Cussons-Mercado, Managing Associate, who shared their extensive knowledge and expertise in matters of estate planning and protection of assets.
Specialist wealth managers Simon Benarroch FCSI and Jonathan Benarroch Chartered MCSI, APFS from Raymond James Golders Green shared their in-depth knowledge of investment strategies, inheritance tax planning, and wealth preservation.
Valuable Insights and Recommendations
The seminar covered a wide range of topics, including key issues related to:
- Protecting your assets
- The pitfalls with lifetime gifting
- Inheritance tax planning
- Optimising your retirement income
The speakers provided detailed insights and practical recommendations, offering attendees a wealth of knowledge to help them make informed decisions and achieve their financial goals.
Positive Feedback
The seminar received overwhelmingly positive feedback from attendees, with many expressing their appreciation for the opportunity to learn from and engage with industry leaders. The open discussion format also allowed attendees to ask questions, share their experiences, and network with peers.
At BBS Law, we are dedicated to supporting our clients in achieving their goals through effective estate planning and asset protection.
For more information about estate planning and protection, please visit our website or contact Richard Denton.
