Hosted by Phil Kiernan on the 3rd Tuesday of every month at the The Best Western Cheltenham Regency Hotel. Attendees can expect first class speakers and great networking opportunities.
Registration opens at 6pm.
Old Gloucester Road
Nr Staverton, Gloucestershire
Cheltenham and Gloucester March 2020 Meeting
The Estate Planners Secrets - How to protect the assets you have worked hard for - John Ireland
John started Legacy Wills over twenty years ago with the aim of helping those who have worked hard to create wealth, even if most of that wealth is in their home.
At this month's pin meeting, John's talk will help you to understand the pitfalls of writing a Will, why it’s not always a good idea to use a solicitor and why leaving business shares to your spouse or partner can be the wrong thing to do.
John will also show you how to ensure that the wealth people create can be protected as fully as possible now and for generations to come.
By using a tried & tested combination of Wills, Trusts and Powers of Attorney - our homes, savings, investments, life assurance, pension plans & death-in-service benefits can be protected.
ALSO...Life as a commercial property agent. Working with commercial agents and how to approach them - Richard Duncan
If you are interested in understanding more about how the commercial property market works, then this is a great speech for you. It will introduce how to talk to agents and how they value commercial property. You may have much experience in liaising with residential agents, BUT your approach to commercial property agents (and the commercial market in general) needs to be different.
Richard has over 12 years of experience working in the commercial property market - all right here in Reading and Berkshire. His excellent insights into how you can create positive relationships with commercial agents will be really interesting for those looking to venture into the very different world of commercial property.
Topics that will be covered include:
- learn how to approach commercial agents and start to understand their world
- learn how valuing commercial property is different from valuing residential property
- get to know how and where to find a commercial property to buy and/or rent
- learn about commercial property landlords and why they pose a huge risk for you (as a residential landlord) in the near future