Events
Upcoming Events
We are excited to announce a series of upcoming seminars dedicated to strategies in generational wealth planning and financial management. These seminars will feature expert insights on optimising investments, navigating tax regulations and building a sustainable legacy.
Please check the table below for upcoming dates and details. If you have any questions or need more information, feel free to contact us.
| Date | Location | Time | Subject |
|---|---|---|---|
| Tuesday 3rd September | The Shard | 11am-1pm | Planning whilst acting with power of attorney |
| Thursday 12th September | The Shard | 11am-1pm | IHT & Estate Planning and Family Trusts |
| Tuesday 24th September | The Shard | 11am-1pm | Dealing with property in your estate, transferring property to the next generation. |
| Thursday 3rd October | The Shard | 11am-1pm | Planning for and dealing with care costs |
| Tuesday 15th October | The Shard | 11am-1pm | Pensions, ISA’s & Investment Portfolio’s - consolidation and management |
| Thursday 24th October | The Shard | 11am-1pm | Business S.T.E.P.S – Successional Transfer & Exit Planning Strategies |
| Tuesday 5th November | The Shard | 11am-1pm | Summary Seminar – live at The Shard, or virtually via live broadcast |
| Tuesday 14th November | Rathbones Group Gresham Street | 11am-1pm | Summary Seminar – live at Rathbones, or virtually via live broadcast |
