Public Education Seminars - Will Review, Inheritance Tax, Investments, Pensions

Discover all you need to know about Wills, Inheritance Tax, Pensions and Investments by attending one of our free public education seminars.

To make the right decisions for your financial future, you need to understand all of the options available to you. With the right information to hand, you can plan confidently for tomorrow, while enjoying today. It’s with this goal in mind that we started our award-winning financial education seminars more than 15 years ago.

And it’s what you could look forward to, by reserving your free place at one of our upcoming events.

Reserve your free place at the seminar of your choice, below

.

What to expect

Delivered by a member of our specialist team, the Wills & Trusts seminar you attend will give you practical, jargon-free insight into key areas of your financial life. Covering Wills, Inheritance Tax, Pensions and Investments, they’re the perfect way to start planning for the future you want.

Gerrards Cross | 5th September 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Monday 5th September. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

The Bull Hotel,

Oxford Road,

Gerrards Cross,

SL9 7PA

Stratford | 8th September 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 8th September. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Alveston Manor,

Clopton Bridge,

Stratford-upon-Avon,

CV37 7HP

Sutton Coldfield | 13th September 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 13th September. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Moor Hall Hotel,

Moor Hall Drive,

Four Oaks,

Sutton Coldfield,

B75 6LN

Evesham | 20th September 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 20th September. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Dumbleton Hall

Dumbleton,

Evesham,

WR11 7TS

Southampton | 22nd September 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 22nd September. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Doubletree Hilton,

Bracken Place,

Chilworth,

Southampton,

SO16 3RB

Kenilworth | 4th October 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 4th October. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Chesford Grange Hotel,

B4115,

Kenilworth,

CV8 2LD

Maidenhead | 6th October 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 6th October. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Fredrick’s Hotel Restaurant Spa,

Shoppenhangers Road,

Maidenhead,

SL6 2PZ

Derby | 11th October 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 11th October. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Radisson Blu Hotel,

East Midlands Airport,

Pegasus Business Park,

Herald Way,

Derby,

DE74 2TZ

Basingstoke | 13th October 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 13th October. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Oakley Hall Hotel,

Rectory Road,

Oakley,

Basingstoke,

RG23 7EL

Witney | 19th October 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Wednesday 19th October. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

 

We’re hosting two free public education seminars on Wednesday 19th October. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Oxford Witney Hotel,

Olney House,

Ducklington Lane,

Witney,

OX28 4EX

Aylesbury | 3rd November 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 3rd November. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Holiday Inn Aylesbury,

New Road,

Weston Turville,

Aylesbury,

HP22 5QT

Southampton | 10th November 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 10th November. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

New Place Hotel,

Shirrell Heath,

Southampton,

SO32 2JY,

Worcester | 15th November 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 15th November. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Stanbrook Abbey Hotel,

Jennet Tree Lane,

Callow End,

Worcester,

WR2 4TY

Leicester | 17th November 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 17th November. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Leicester Marriott Hotel,

Grove Park,

Smith Way,

Leicester,

LE19 1SW

Evesham | 22nd November 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 22nd November. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Advanced IHT Seminar looks at reducing and removing Inheritance Tax using totally legal techniques that are approved by the HMRC!

Sign up below for one or both of our seminars.

Our seminars are usually oversubscribed, as such, please do book today.

Will Review – 10am

Advanced Inheritance Tax – 2pm

Dumbleton Hall Hotel,

Dumbleton,

Evesham,

WR11 7TS