Generic Financial Management plc

Chadwick Place

High Street

Codicote

Hertfordshire

SG4 8XD

Tel: 01438 822005

Wealth management seminars - your 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.

Ask yourself the following questions:

• Do you want to grow your business in the next five years?
• Are you planning to sell your business and mitigate tax in the next five years?
• Have you considered buying commercial premises?
• Ever thought of raising capital via a share buy-back programme?
• Do you have retained retirement benefits that could be liable to 82% in tax and
• charges in the event of your death?
• Will your estate potentially be liable to inheritance tax?
• Are you extracting income from your business in the most tax-efficient manner?
• Do you have a business succession programme in place?
• Do you want financial freedom and the tools to mitigate capital taxes?

If your answer to one or more questions is yes, why not attend one of our popular
wealth management seminars? We will provide you with clear, concise ideas and tips
to help you manage your wealth and finances more efficiently.

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: Company: Address: Town: County: Postcode: Telephone: Email: Please complete the following:   Next seminar: Wednesday 26 November at Sopwell House, St Albans 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.