Review and Activity Report November 2019 - Private Client1

There are a number of events scheduled for Q4 2019 and Q1 2020, they are as follows:

IHT Roadshow with Ashtons - Cambs. CANCELLED

£ 1,071.15

Private Client professionals, Wiff Waff - Ipswich

£ 90.00

IHT Roadshow with Steeles Law - Diss, Corn Hall

£ 3,110.00

Pensions in Divorce seminar - From a tax perspective

tbc

tbc

IHT Roadshow with Barker Gotelee - IPS, Ufford Park

£ 2,025.50

Private client event with Ellisons/Barclays - Colchester

tbc £800.00 approx.

Response awaited from Steeles law regarding confirmation of date. Following the postponement of the Budget, new proposed dates of the roadshow are 12/16 March 2020. Updates will follow.

Estimated cost: £2025.50 of which Barker Gotelee will pay a third = £675.17. The venue is booked and promotional activity is scheduled to start next month.

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Social Media Google paid PPC online campaign Door drop (8,000) Half page Ad Woodbridge flyer Half page in Living Ad Woodbridge Mag PC newsletter Invitations sent Event

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