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UID:460@makeitealing.co.uk
DTSTART;TZID=Europe/London:20240917T173000
DTEND;TZID=Europe/London:20240917T193000
DTSTAMP:20240725T082602Z
URL:https://www.makeitealing.co.uk/events/barclays-event-estate-planning-a
 nd-market-trends-post-election/
SUMMARY:Barclays Event: Estate Planning and Market Trends Post Election
DESCRIPTION:Join us for an interactive and insightful event on estate plann
 ing\, where we will cover key topics such as Wills and Inheritance Tax pla
 nning. Discover practical solutions to ensure your estate is passed on to 
 your beneficiaries efficiently. We will also discuss the latest trends in 
 the local property market and what to expect post-election in the UK.\n\nT
 his event offers networking opportunities and the chance to ask questions.
  Don’t miss this opportunity to gain valuable knowledge and prepare your
  estate for the future.\n\nGuest speakers:\n\nShenara Abraham\, Chartered 
 Financial Planner\, Barclays Private Bank &amp\; Wealth Management\nShenar
 a is a Chartered Financial Planner with a Wealth of Financial Planning exp
 erience. She helps Barclays clients to structure their wealth to ensure ef
 ficiency and stability\, as well as peace of mind over the long term. Her 
 expertise lies in pensions\, estate planning\, family protection\, tax-eff
 icient investments\, as well as cashflow planning.\n\nBen Davies\, Partner
  and Head of Wills\, Trusts and Probate\, Prince Evans Solicitors LLP\nBen
  has extensive expertise in private client services\, including the prepar
 ation of Wills with complex trusts\, estate administration\, and tax issue
 s. Ben advises on and registers Lasting Powers of Attorney and handles Cou
 rt of Protection applications. He also guides Trustees and beneficiaries i
 n Trust creation and maintenance. A member of the Society of Trust and Est
 ate Practitioners (STEP)\, Ben combines technical knowledge with a compass
 ionate approach. Outside of work\, he enjoys rock music and F1 motor sport
 .\n\nAshley Rolfe\, Managing Director\, Rolfe East Estate Agents\nAshley s
 tarted the business in 1983 believing that estate agency needed upgrading\
 , particularly in customer service and true career paths for people who sh
 ared a combined love of people and property. Ashley’s biggest property i
 nfluence was his grandmother who in the 1960’s was a small property buil
 der. His passion for the business continues\, and despite our many attempt
 s to move him on into retirement\, he still appears every day to motivate 
 and advise both clients and teams.\n\nAgenda\n17:30 - Arrival\n18:00 - In
  conversation with our expert panel\n19:00 - Networking\n19:30 - Depart a
 t Leisure\n\nWe really hope you can join us! By registering for this even
 t\, you confirm you have read and understood the Barclays Events Privacy I
 nformation.\n\nPlease RSVP before 17:00 on Friday 13th September 2024 with
  your name and your guest’s name to:\n\nAmjad Jahangir\nSenior Business 
 Development Manager\, Barclays Private Bank &amp\; Wealth Management\namja
 d.jahangir@barclays.com\n\nSaema Malik\nCustomer Care Leader\, Barclays UK
 \nsaema.malik@barclays.com
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CATEGORIES:Special Events
LOCATION:Barclays Bank\, 53 The Broadway\, London\, W5 5JS\, United Kingdom
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 W5 5JS\, United Kingdom;X-APPLE-RADIUS=100;X-TITLE=Barclays Bank:geo:0,0
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