Barclays Event: Estate Planning and Market Trends Post Election
Join us for an interactive and insightful event on estate planning, where we will cover key topics such as Wills and Inheritance Tax planning. Discover practical solutions to ensure your estate is passed on to your beneficiaries efficiently. We will also discuss the latest trends in the local property market and what to expect post-election in the UK.
This event offers networking opportunities and the chance to ask questions. Don’t miss this opportunity to gain valuable knowledge and prepare your estate for the future.
Guest speakers:
Shenara Abraham, Chartered Financial Planner, Barclays Private Bank & Wealth Management
Shenara is a Chartered Financial Planner with a Wealth of Financial Planning experience. She helps Barclays clients to structure their wealth to ensure efficiency and stability, as well as peace of mind over the long term. Her expertise lies in pensions, estate planning, family protection, tax-efficient investments, as well as cashflow planning.
Ben Davies, Partner and Head of Wills, Trusts and Probate, Prince Evans Solicitors LLP
Ben has extensive expertise in private client services, including the preparation of Wills with complex trusts, estate administration, and tax issues. Ben advises on and registers Lasting Powers of Attorney and handles Court of Protection applications. He also guides Trustees and beneficiaries in Trust creation and maintenance. A member of the Society of Trust and Estate Practitioners (STEP), Ben combines technical knowledge with a compassionate approach. Outside of work, he enjoys rock music and F1 motor sport.
Ashley Rolfe, Managing Director, Rolfe East Estate Agents
Ashley started the business in 1983 believing that estate agency needed upgrading, particularly in customer service and true career paths for people who shared a combined love of people and property. Ashley’s biggest property influence was his grandmother who in the 1960’s was a small property builder. His passion for the business continues, and despite our many attempts to move him on into retirement, he still appears every day to motivate and advise both clients and teams.
Agenda
17:30 – Arrival
18:00 – In conversation with our expert panel
19:00 – Networking
19:30 – Depart at Leisure
We really hope you can join us! By registering for this event, you confirm you have read and understood the Barclays Events Privacy Information.
Please RSVP before 17:00 on Friday 13th September 2024 with your name and your guest’s name to:
Amjad Jahangir
Senior Business Development Manager, Barclays Private Bank & Wealth Management
amjad.jahangir@barclays.com
Saema Malik
Customer Care Leader, Barclays UK
saema.malik@barclays.com