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.

Evesham | 22nd November 2022

Will Review & Advanced Inheritance Tax


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,



WR11 7TS