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And to the Tax Man I bequeath ...

Do you worry that your loved ones won’t get the inheritance they deserve?

Do you want to make sure all your money doesn’t end up wasted on Inheritance Tax and paying for care?

Yorkshire’s leading Chartered Financial Planners, PenLife Associates and legal experts at Graham & Rosen join forces to show you simple steps to make sure your wealth passes on to future generations, not the tax man.

In our 45 minute seminar, we’ll be covering:

How to reduce Inheritance Tax legally and ethically

Planning for long termcare costs

How to make sure your money lasts as long as you do

Have your cake and eat it’ solutions which allow you to keep access and control

How to arrange your affairs in later life so you don’t have to worry

After the seminar there will be time to answer questions, followed by complimentary light refreshments. The seminar is completely FREE, but spaces are strictly limited. So book your place NOW by calling Helen on 01904 819068, email [email protected] or book online at

You can also contact Graham & Rosen on 01482 323123 or email [email protected]


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