Handelsbanken & Royds Withy King – Swindon, 7 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 Swindon Museum and Art Gallery.
Thursday 7 November 2019
Swindon Museum and Art Gallery
Swindon, SN1 4BA
9.30am – Arrival, pastries and coffee or tea
9.50am – Seminar starts
10.50am – Q&A
11.00am – Networking and private tour of the museum
11.30am – Finish