Generic Financial Management plc

Chadwick Place

High Street

Codicote

Hertfordshire

SG4 8XD

Tel: 01438 822005

Wealth management seminars - you chance to meet us

You can learn more about the benefits of the Generic Wealth Management Solutions Programme™ at one of our FREE seminars.

We have a thought-provoking series of free seminars that highlight the major issues facing individuals and business owners. If you want to learn how to protect your wealth, then you should attend a seminar.

How do I book a place on one of the free seminars?

Spaces on each seminar are strictly limited. To reserve your place either call us on 01438 822005 or complete the form below. You can reserve more than one place so why not bring your partner or a colleague?

You will be able ask questions and are under no obligation to do business with us.

Topics covered include:

• The Circle of Wealth concept, and how it affects people.
• Strategies for reducing capital gains tax and inheritance tax.
• The benefits of the Property Preservation Programme.
• Will planning strategies.
• The multiple election strategy; reduce your capital gains tax.
• The business dilemma – how best to get a tax-efficient income.
• Exit strategies – how to sell your business tax efficiently.
• Pension strategies.
• Retirement strategies for those seeking to retire in the UK and/or overseas using a QROPS, and much more.

Seminar Booking Form Please complete all the relevant fields - you will be sent a booking confirmation Salutation: Mr Mrs Miss Ms Dr First name: Surname: Address: Town: County: Postcode: Telephone: Please select your preferred seminar   Seminar one: Wednesday 23 July 2008 at Sopwell House, St Albans Seminar two: Wednesday 1 October 2008 at Hanbury Manor, Ware No of places: Name of guest (s) Ask a question?

Your seminar host:

Paul Thomas AIFP Paul is the managing director of Generic Financial Management plc and has worked in financial services since 1982, including 24 years as an independent financial planner. He is qualified to diploma level with the Chartered Insurance Institute and is a member of the Personal Finance Society and an Associate of the Institute of Financial Planning. Paul specialises in holistic financial planning, which includes lifetime goal setting, investment, risk management, retirement and taxation advice to high net worth individuals, trusts and small businesses.

If you have any questions or queries about our seminars please don't hesitate to call us on 01438 822005 - we are confident that you will find the seminar informative and look forward to meeting you.