Member Article

West Lancs financial planning forum hailed huge success

West Lancs IFA Acumen Financial Partnership is hailing the success of its first financial planning forum of the year.

It marked the culmination of a stellar 12-month period for Acumen which saw them move into purpose-built offices in Burscough, record £128m of funds under management and take on two new members of staff.

Following the forum’s popularity Acumen is already in discussions with leading UK financial companies to plan a further event later this year.

Around 50 people attended the session at the firm’s Burscough offices to hear financial experts from across the UK discuss issues around inheritance tax and estate planning.

Susan Sherry and Katie Austin from Hill Dickinson Solicitors led the talks, explaining how a well-planned will can help reduce inheritance tax liabilities.

Jaclyn King-Gibson from Rathbone Investment Management then spoke about the alternative investment market and business property relief, before Ed Midgley of Isle of Man Assurance discussed the benefits of trusts.

Jon Landy, director of Acumen Financial Partnership, said:

“We’re so pleased that the event was so popular and we were able to attract such high profile speakers and guests.

“Our aim with these seminars is to bring leading financial minds to West Lancashire, allowing local people and business owners to reap the benefits.

“Everybody I spoke to was very pleased with the event and asking when we’d be holding the next one, which we hope will be this summer.”

This was posted in Bdaily's Members' News section by Tom Allen .