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.
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