Inheritance Tax & Investment Seminars

About Inheritance Tax

Originally a tax for the wealthy, today's rapid rise in property values means that even those of us with modest wealth should take steps to protect our money, and our families, from the significant burden of Inheritance Tax.

• Unless you take action, 40% of all your assets over £312,000 (2008/09) will be given to the Government.
• Inheritance Tax must be paid in advance - your loved ones must pay the Inland Revenue before they inherit your money.
• The Inland Revenue are continually looking to restrict the ways you can reduce your Inheritance Tax... but it is not too late.

Applewood will demonstrate how you can reduce or even eliminate your Inheritance Tax liability, and will present these practical solutions at the seminar, to help you protect more of your money.

About Risk Management

Many investors do not understand the inherent risks in their portfolios and, as a result, are surprised at the sharp rises and falls in values.

We hold regular seminars at Adlington Hall where we demonstrate the Applewood approach to investments, which is specifically designed to reduce risk and maximise returns within our clients' portfolios.

This simple common sense approach is easy to understand and implement within your own portfolio, it applies equally to novice and sophisticated investors alike.

Location - The Hunting Lodge, Adlington Hall

The Hunting Lodge is part of the beautifully converted Georgian Mews, facing the black and white wing of Adlington Hall. Set in mature grounds, the elegant décor and excellent cuisine make The Hunting Lodge an ideal venue for our seminars. As The Hunting Lodge is renowned for its delicious fare, we would be delighted if you are able to join us after the presentation for a hot and cold buffet followed by a selection of home-made desserts.

If you would like to attend one of seminars at the Hunting Lodge, please email or telephone us on 0161 486 2250.

Within the Company, we currently have the following structure in place to allow us to provide different service levels catered to the requirements of each individual client

• Wealth Management - for clients who have assets, excluding their property, of at least £750,000 who also wish to establish a long term relationship and need ongoing monitoring but whose requirements are more demanding due to the very nature of their wealth.
• Applewood Advisory - for clients who wish to develop a relationship with us over the years ahead and for whom we provide a comprehensive ongoing service for an annual fee
• Applewood Financial - for purely transactional based clients who require a specific product or advice on a specific issue but have no requirement for ongoing servicing

Applewood Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. Applewood Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 452261. The FSA regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. Registered Office: Applewood Asset Management LLP, Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire SK9 3ND. Registered in England and Wales, No: OC316532. VAT Registration No. 884 1704 09.

Terms of Business :: Key Facts about our Services * | Key Facts about the Cost of Our Services
* The following document sets out the Key Facts about our service. This shows our typical terms and conditions; however, we will discuss your preferences, such as how we are paid, when you ask for our advice.