West Lancashire firm Acumen Financial Partnership has hailed the success of its first financial planning forum of the year.
Around 50 people attended the session at Acumen’s Burscough office to hear experts discuss issues surrounding inheritance tax and estate planning.
Susan Sherry and Katie Austin from Hill Dickinson Solicitors led the talks, explaining to attendees how a well-planned will can help reduce inheritance tax liabilities.
Jaclyn King-Gibson from Rathbone Investment Management then spoke about the alternative investment market and business property relief, before Ed Midgley of Isle of Man Assurance discussed the benefits of trusts.
Jon Landy, director of Acumen Financial Partnership, says: “We’re so pleased that the event was so popular and we were able to attract such high profile speakers and guests.
“Our aim with these seminars is to bring leading financial minds to West Lancashire, allowing local people and business owners to reap the benefits.
“Everybody I spoke to was very pleased with the event and asking when we’d be holding the next one, which we hope will be this summer.”