WEALTH PRESERVATION

Wealth Preservation should be an important element of any financial planning exercise.

This course offers you the opportunity to consider preserving the wealth that you have built up over your lifetime (in most instances this may be your family home). This ensures where, when and to whom your assets will pass to on your death.

This seminar will be invaluable to anyone with assets that they wish to protect.

The Wealth Preservation seminar includes the following topics:-

• What wealth preservation means
• Why you should protect your assets
• Wills, Trusts and Lasting Powers of Attorney
• Risks and threats preventing wealth passing to your family
• What you should be doing about wealth protection to preservation immediately
• Where to seek the correct legal advice

Contact Oak Tree to find out more about this financial training.