A smarter way to pass on and manage wealth – Peterborough

Tuesday 5 June 2018 at 11:15am

Marriot Hotel

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 scenically landscaped Marriott Hotel Peterborough?

The seminar is on 5 June at 11:15am and will be hosted by managing partner Nick Geere. Financial planner David Durrant and investment manager Matt Wright 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, Matt Wright

  • 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


Nick Geere

Managing Partner and host

David Durrant

Financial Planner

Matt Wright

Investment Manager


Tuesday 5 June at 11:15am


Marriott Hotel Peterborough, Peterborough Business Park, Lynch Wood, Peterborough PE2 6GB