Accountancy & Banking

Four firms take part in free wills, trusts, investments and travel seminar in Mudeford

By Staff Reporter [email protected]

Published: October 8, 2019 | Updated: 9th October 2019

Four firms will be taking part in a free seminar on wills, trusts, powers of attorney, investments and travel.

It will be held on Thursday November 7 (10am-12.30pm) at the Christchurch Harbour Hotel & Spa, Mudeford.

The topics and speakers will be:

  • Useful Information on Making and Updating a Will, Trusts and Powers of Attorney – Graham Lawrence, Senior Lawyer, Coles Miller
  • Investment Rules of The Road: Nine Useful Tips Including Useful Information on Inheritance Tax – Andrew Cook, Director and Tom Parkinson, IFA, Heritage Investments
  • Road Map of Tax Tips for Investing in Property – Lucy Filer, Partner, Filer Knapper Chartered Accountants
  • Top Destinations and Travel Tips – Ally Case, Travel Counsellor, Travel Counsellors.

Book places on Eventbrite –


Latest Posts

Gallery: Saffery and Handelsbanken host bowling event in Bournemouth

Navigating HMRC’s new LLP rules with Saffery Tax Director Ian Harlock-Smith

Saffery celebrates 40 years of its Bournemouth office

Saffery Partner Casidhe Baleri looks at government plans to streamline non-financial reporting and we meet Senior Accountant Oliver Danvers

Saffery expands its corporate finance team into the south with Hemal joining the Bournemouth office

All Accountancy & Banking Stories »

Latest Posts

Economic growth on the horizon: Weymouth and Portland leaders unveil plans at 'Building Tomorrow' seminar

Newly-elected MP praises “impressive” recycling company after a tour of its 32-acre site in Parley

Dorset LEP highlights ‘One Health’ innovation at annual conference

Poole revs up for Emblem Sports Cars' 20th anniversary celebration

Biz Roundtable: Meeting the challenges of Dorset's tourism sector

All Latest News »