A smarter way to pass on and manage wealth

Imperial War Museum Duxford
Duxford, CB22 4QR

Estate planning and investment seminar

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 at the Imperial War Museum Duxford? The museum holds over 100 years of war history to get lost in afterwards.

The seminar is on 22 May at 11:15am and will be hosted by managing partner Nick Geere. Financial planner Mark Lofting and investment manager Duncan Scott will also be sharing their thoughts and expertise. .

At this event:
  • 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, Duncan Scott

  • 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

SPEAKERS

  • Nick Geere Managing Partner and host
  • Mark Lofting Financial Planner
  • Duncan Scott Investment Manager

LOCATION

Imperial War Museum Duxford
Duxford
Cambridge
CB22 4QR

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