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.


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This is an independently owned marketing website which acts as an introducer to companies who offer specialist independent financial advice. Each company is authorised and regulated by the Financial Conduct Authority in the UK. By submitting this form you are consenting to be contacted by one of our partners for the purpose of providing you with estate planning and other finance related products. We are not authorised to give advice and we are not liable for any financial advice provided by or obtained through a third party. The information published on this website is for information purposes only. 

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