Our Retirement Seminars
Learn how to protect your assets and ensure they stay within your family for future generations.
These popular seminars are delivered by experienced estate planners and financial advisers. Each presenter brings years of professional expertise to help you understand how inheritance can be preserved through proper planning.
The seminars last around 30-45 minutes and are held in a relaxed, informal setting. There’s no selling, just clear, practical information — and plenty of opportunity to ask questions. If you'd like personalised advice afterwards, the seminar sponsors are available to help.
Topics covered during the seminar include:
How to keep wealth within the family across generations
Planning for care fees and long-term care
Avoiding sideways disinheritance and protecting your estate
Gifting money to children and grandchildren — the smart way
Safeguarding assets from business risks or divorce
The latest Inheritance Tax changes announced in the Budget
Understanding Wills, probate, and Lasting Powers of Attorney
How to support charities and leave a legacy through your Will
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