BLOGS

BLOGS

Beyond the balance sheet

Posted On 06 May 2025 by Naomi Chapman

This is what we will cover:

  • Wills
  • Lasting Powers of Attorney (LPAs)
  • Digital Assets
  • Business & Legal Documents
  • Personal & Financial Review

This FREE seminar provides business owners, sole traders and SMEs with essential strategies to safeguard their business assets, minimise tax liabilities (including Inheritance Tax), and ensure a smooth transition of wealth and control to the next generation or chosen beneficiaries, as well as exploring general estate planning strategies.

Time: 12 May 2025 at 3pm

Location:
The Exchange, Bridgwater. TA6 4RR

Dietary requirements: Please state when you make your booking

Book via email or call:
enquiries@pardoes.co.uk
Tel: 0800 862 0442


Beyond the balance sheet

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