Protecting your Wealth

January 2020

by Seb Halstead

Last year we delivered the ‘Protecting your Wealth’ seminar in partnership with Pierce Accountants and JMW Solicitors. With great feedback and take up we have decided to run the event again, but this time in Manchester on Thursday 30th January.

You can hear our panel of experts resolve the challenges of estate planning during a live case study, featuring an entrepreneurial business owner.

You can book on to the seminar by emailing quoting Pareto.


Our panel will discuss the following topics:-

  1. Tax planning, permitted within the rules set by HMRC
  2. Succession planning and how this affects you, your family and your business
  3. The importance of pre/post nuptial agreements
  4. How astute financial advice can assist families for generations
  5. The use of family investment companies, bespoke articles of associations and shareholders agreements