With the average 4 bedroom property in St Albans costing £619,746 (statistics from home.co.uk) there is no wonder that the recent seminar held by WMT – Chartered Accountants on preserving your family’s wealth was over subscribed. The seminar held at their office in St Albans, featured presentations from experts in the fields of Inheritance Tax, Wills, Trusts and Investments. 

Speakers from WMT included Anne-Maree Dunn, Tax Partner at WMT, who started the session off with an overview on maximising wealth, offering guests top tips on how to ensure they structure their affairs to ensure they pay lowest taxes -  income tax, capital gains tax or Inheritence tax. This was followed by  Paula Jeffs, Senior Private Client Manager at the firm. Paula who specialises in Inheritance Tax and Trusts spoke about trusts and their uses.
“We are finding more and more that people are keen to protect their wealth by creating trusts, and it’s something that anybody can do” Paula Jeffs, Senior Private Client Tax Manager

Although there was a lot to take in, guests went away with a greater insight into preserving their family’s wealth having found the information easy to digest and the content extremely useful.

 “Managing your wealth, especially in the current economic climate is key, we have been helping clients manage their tax and business affairs in the most efficient manner for over 35 years.” Anne-Maree Dunn, Tax Partner

For more information on how you can manage your family’s wealth contact Anne-Maree Dunn or Paula Jeffs on 01727 838 255.