Estate planning involves taking steps to reduce your Inheritance Tax bill which allows you to pass on more assets to the next generation. If you would like to learn more about estate planning and our current investment views, why not join us at our upcoming seminar? Hosted at the Grade II listed Hylands Hotel, you can enjoy the house’s abundant history and 574 acres of stunning grounds afterwards.
The seminar is hosted by managing partner Nick Geere. Financial planner Peter Besant and investment manager Chris Day will also be sharing their thoughts and expertise. We would love for you to join us on 9 May at 11:15am.
Develop your understanding of Inheritance Tax and estate planning
Find out about the importance of defining your goals and developing a plan
Listen to an investment update from investment manager, Chris Day
Hear how pensions can be used to pass on your wealth
Join in a lively Q&A session
Have lunch while chatting to our team and other guests