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February 2006 meeting

Somerset Regional Group

Date

28th February 2006

Time

1.45pm-5.15pm

Venue

 

The Mount Somerset Hotel  Lower Henlade  Taunton  Somerset TA3 5NB          http://www.mountsomersethotel.co.uk

 

Speaker

Caroline Bielanska

Topic

“Gifting Assets Away”

Caroline will guide us through this important topic looking at

Undue influence –v- unwise decisions –v- effective planning

Local Authority role, when the client is in care, the notional capital rule

CPD

3

Fees

£70 for members £100 for non members

To book

Contact – Anita Whelan

Tel – 01458 273 137

Email – anita@rogergay.co.uk

 
 

 

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