Handelsbanken & Royds Withy King – Bath, 5 November
James McNeile, partner in the Private Wealth team at Royds Withy King, is experienced in a range of succession and estate planning matters and will be discussing these, alongside gifting and inheritance tax queries.
Mark Wills, Client Director at Handelsbanken, has over 35 years experience of wealth and institutional asset management. He advises clients on tax, pensions and inheritance and will be presenting an update of the market during the seminar.
The talks will be followed by a demonstration of our unique legacy management tool, Life Safe, a secure portal that allows you to store documents and manage your wealth.
The event will conclude with a tour of the Holburne Museum.
Tuesday 5 November 2019
The Holburne Museum
Great Pulteney Street
Bath, BA2 4DB
9.30am – Arrival, pastries and coffee or tea
9.50am – Seminar starts
11.15am – Q&A
11.30am – Networking and private tour of the Holburne
12.15pm – Finish