Tel: 01959 561500   |   Email:   |  Contact Us

Free Public Education Seminars

GSI sponsors three different seminars throughout the year at various venues. These are Will Audit Seminar, Investment Seminar and Pension Seminar which are free, are designed to give you all the information you need about preserving your estate and creating a well managed investment portfolio in an easy understandable way and involve no selling.  Each seminar lasts for approximately two hours and there will be plenty of time for questions. We are inviting you to be part of our success.

To reserve a place at one or of these seminars please click on the link or call the office on 01959 561500.

The Will Audit Seminars

In the last two years, changes in the law mean that around 80% of Wills are out of date and can actually increase inheritance tax payable.
This seminar has been designed for people who want to make sure that not only is their Will up to date, but that their estate is set up to protect it from the claims of others, such as the taxman, a local authority, or simply someone that you don’t want to benefit from your Will.

At this seminar you will learn:

  • How to bring your Will in line with new legislation.
  • How to protect your home from seizure by a local authority if you need care.
  • How to avoid inheritance tax under the new rules.
  • What you need to do to make sure your children get what you leave them.

If any of the following apply to you, then you should attend the free Will Review Seminar:

  • Your Will was written before January 2008.
  • If your estate is worth more than £700,000.
  • If you want to ring-fence your home from the local authority.
  • If you wish to legally avoid inheritance tax.

To book a Will Review Seminar place click here

Investment Seminars

With interest rates at an all-time low and with more than 30% falls in the stock market, how can you protect your savings?

It has taken many years to build your savings and investments, but in just days they can be decimated as the values of shares and property fall, and interest rates are reduced. This seminar is for anyone who needs to look after their savings for the generations to come, or who live from the interest the savings produce.

When attending this seminar you will learn:

  • How to increase the return on your savings and reduce risk.
  • How to protect yourself against bank failures and stock market falls.
  • How to reduce the tax you’re paying on your savings.
  • How you may be able to increase your income from your investments.

You should attend the free Investment Seminar if any of these are true:

  • You lost money when the stock market fell.
  • The interest on your savings has fallen.
  • You want to reduce the risk on your savings.
  • If you think you are paying too much tax.

To book an Investment Review Seminar place click here

Pension Briefings

In a world of increasing complexity, insufficient time and information overload, harnessing your pension is more important than ever before. The Chancellor has announced massive changes to pensions regulations, but despite this, millions of people are not taking advantage of the changes... don't be one of them.

If you have a pension from which you have not taken benefits you can make changes that will give you more when you retire, give more to your family and - here's the best bit - give less to the tax man.

By attending our FREE seminar you can learn how to save thousands and thousands of pounds in pension charges by making just one or two changes to your pensions.

If you have a pension that's more than 3 years old you are probably paying too much in charges and probably receiving substandard returns every single year!

When you attend the Seminar you will discover how to use the changes in rules to your advantage and make sure you have more in your pocket when you retire. Imagine what a difference £5,000, £10,000 or £20,000 of income each year would make to your life when you retire. And that's without paying another penny into your pension!

To book a Pension Briefing place click here

© GSI Wealth Management Ltd 2012 All Rights Reserved all 3rd party trademarks acknowledged.