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.
Oxford | 30th March 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Thursday 30th March. 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
Leonardo Royal Hotel Oxford,
Godstow Road,
Oxford,
OX2 8AL
Basingstoke | 18th April 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Tuesday 18th April. 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
Chipping Camden | 20th April 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Thursday 20th April. 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
Charingworth Manor,
The Cotswolds,
Charingworth,
Chipping Camden,
GL55 6NS
Thame | 25th April 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Tuesday 25th April. 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 Oxfordshire,
Rycote Lane,
Milton Common,
Thame,
OX9 2PU
Sutton Coldfield | 9th May 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Tuesday 9th May. 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 & Spa,
Four Oaks, Moor Hall Drive,
Sutton Coldfield,
Birmingham,
B75 6LN
Worcester | 10th May 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Wednesday 10th May. 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,
Jennet Tree Lane,
Worcester,
WR2 4TY
Gerrards Cross | 22nd May 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Monday 22nd May. 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
Brockenhurst | 6th June 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Tuesday 6th June. 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
Rhinefield House,
Rhinefield Road,
Brockenhurst,
Hampshire,
SO42 7QB
Aylesbury | 8th June 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Thursday 8th June. 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,
New Road,
Weston Turville,
Aylesbury,
HP22 5QT
Leicester | 21st June 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Wednesday 21st June. 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
Stratford-upon-Avon | 22nd June 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Thursday 22nd June. 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 Hotel,
Clopton Bridge,
Stratford-upon-Avon,
CV37 7HP
Basingstoke | 5th July 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Wednesday 5th July. 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
Evesham | 6th July 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Thursday 6th July. 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
Oxford | 12th July 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Wednesday 12th July. 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
Leonardo Royal Hotel Oxford,
Godstow Road,
Oxford,
OX2 8AL
Coventry | 19th July 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Wednesday 19th July. 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
Coombe Abbey Hotel,
Brinklow Road,
Binley,
Coventry,
CV3 2AB
Solihull | 20th July 2023
Will Review & Advanced Inheritance Tax
We’re hosting two free public education seminars on Thursday 20th July. 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
Hogarths Hotel Solihull,
Four Ashes Road,
Dorridge,
Solihull,
B93 8QE
