Events
Explore our upcoming events at Generational Planning Group, where we provide valuable insights into wealth management and planning. From seminars and workshops to in-depth talks led by our experts, each event is crafted to support you in building and preserving wealth across generations. Check back regularly for updates on new sessions designed to help you make informed financial decisions and plan confidently for the future.
| Date | Location | Time | Subject | Event |
|---|---|---|---|---|
| Tuesday 4th March 2025 | The Shard | 11am-1pm | IHT-exempt Investments & IHT Planning in under 7 years | Spring Seminar Series |
| Thursday 13th March 2025 | The Shard | 11am-1pm | How to make Pensions less “Taxing”! | Spring Seminar Series |
| Wednesday 19th March 2025 | The Shard | 11am-1pm | IHT & Estate Planning and the use of Family Trusts | Spring Seminar Series |
| Thursday 3rd April 2025 | The Shard | 11am-1pm | Dealing with Property in your estate and transferring Property to the next generation | Spring Seminar Series |
| Tuesday 15th April 2025 | The Shard | 11am-1pm | Our Panel of Trusted Professional Service Providers | Spring Seminar Series |
| Thursday 6th May 2025 | The Shard | 11am-1pm | Penisons, ISAs & Investments Portfolios - Condsolidation & Management with generational planning in mind | Spring Seminar Series |
| Tuesday 13th of May 2025 | The Shard | 11am-1pm | Summary Seminar- Live at The Shard or Virtually via live broadcast | Spring Seminar Series |
