Public Education Seminars - Will Review, Investments, Pensions

Discover all you need to know about Wills, 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, pensions and investments, they’re the perfect way to start planning for the future you want.

Aylesbury | 10th May 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 10th May. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Holiday Inn,

New Road,

Weston Turville,

Aylesbury,

Buckinghamshire,

HP22 5QT

Southampton | 17th May 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 17th May. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Doubletree Hilton,

Bracken Place,

Chilworth,

Southampton,

SO16 3RB

Derby | 19th May 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 19th May. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Radisson Blu,

Pegasus Business Park,

Herald Way,

East Midlands Airport,

DE74 2TZ

Maidenhead | 7th June 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 7th June. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Fredricks Hotel,

Shoppenhangers Road,

Maidenhead,

SL6 2PZ

Worcester | 9th June 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 9th June. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Stanbrook Abbey,

Jennet Tree Lane,

Callow End,

Worcester,

WR2 4TY

Leicester | 14th June 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 14th June. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Leicester Marriott,

Grove Park,

Smith Way,

Leicester,

LE19 1SW

Basingstoke | 16th June 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 16th June. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Oakley Hall,

Rectory Road,

Oakley,

Basingstoke,

RG23 7EL

Witney | 22nd June 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Wednesday 22nd June. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

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

Evesham | 5th July 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 5th July. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

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

Southampton | 7th July 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 7th July. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

New Place Hotel,

Shirrel Heath,

Southampton,

SO32 2JY

Thame | 12th July 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 12th July. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

The Oxfordshire,

Rycote Lane,

Milton Common,

Thame,

OX9 2PU

Warwickshire | 14th July 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Thursday 14th July. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

Coombe Abbey,

Brinklow Road,

Binley,

Coventry,

CV3 2AB

Solihull | 19th July 2022

Will Review & Investments

 

We’re hosting two free public education seminars on Tuesday 19th July. Our Will Review Seminar looks at estate planning to ensure that you’re passing every penny possible to your loved ones. Our Investment Seminar looks at reducing risk, mitigating tax, and seeking returns.

Sign up below for one or both of our seminars.

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

Will Review – 10am

Investments – 2pm

The Regency,

Stratford Road,

Shirley,

Solihull,

B90 4EB