Call: 020 8296 1799
Call: 020 8296 1799

MLP Wealth

Planning for your future

 
MLP Wealth Seminar

Turnout was over 60 clients and friends

Subjects were:

  1. Saving Inheritance Tax (IHT)
    IHT is chargeable at 40% above your nil rate band, many people’s estates will still attract large IHT bills. IHT is known as a voluntary tax, as it can easily be planned for. We will discuss some ideas, which can give 100% IHT relief in just two years.
  2. How to make your pension last in retirement
    Since the pensions freedom legislation in 2015 many more people are shunning annuities and their poor rates and drawing from their pensions in retirement. This comes with significant risk, as your income is not guaranteed and your funds are still invested.

We discussed the difference between investing for growth and income and the potential pitfalls of not having a suitable strategy in place.

The Address

MLP Wealth Management Ltd
17 Station Road,
Belmont,
Sutton,
Surrey,
SM2 6BX

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Complaints

If you wish to register a complaint, please write to Mr Paolo Standerwick, Complaints Handling Officer at 17 Station Road, Belmont, Sutton SM2 6BX, email paolo@mlpwealth.co.uk or telephone 020 8296 1799.

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