Inheritance Protection Seminars

We will be pleased to offer a full Estate Planning & Inheritance Seminar to your organisation. 

Subjects covered in the seminar include:

Strategies for keeping wealth in the family


Gifting money to children and grandchildren


Protecting wealth from business failure or divorce


Changes to Inheritance Tax announced in the Budget


Care fees, long-term care and immediate needs annuities


Lasting Powers of Attorney, Wills and probate

Keeping assets in the family


Much of our life is spent saving for the future, buying a house, planning ahead for retirement, helping children, grandchildren and other loved ones.

The seminar outlines the threats to your ability to pass family wealth down the generations whilst providing clear and factual solutions.

Seminars for Introducers:

We are pleased to extend our seminars to Professional Introducers such as Accountants, Financial Advisers, Solicitors, Estate Agents, Funeral Plan Consultants, etc. 

 

Each year we will be running a series of seminars aimed at those wishing to find out more about Inheritance Tax and Estate Planning. Our expert speakers will provide valuable information that may impact the way in which you work towards achieving your financial goals and objectives. 
Whether you are middle-aged, approaching retirement or already retired, it is never too early to start laying the foundation to ensure your estate is protected for future generations. So if you wish to find out more about inheritance tax mitigation, trust and estate planning, investment strategies and much more, come along to one of our seminars hosted by our Commercial Director Peter Horgan. All seminars are entirely free of charge and without obligation.