There are no upcoming events at this time.

We hold our short, informal seminars at attractive venues in Surrey, Hampshire and West Berkshire. The topics we cover include:

Inheritance tax – we explain:

  • – The new family home inheritance tax rules
  • – How prompt and regular action will reduce your ultimate tax bill
  • – Seven ways to save inheritance tax immediately
  • – Four assets that will be excluded from your estate in two years
  • – Protecting your assets from care fees and simplifying probate
  • – Four legitimate long-term strategies that will help keep control, retain access and maximise your legacy

Our speakers discuss:

  • – Tackling poor performance, excessive charges, low interest, lack-lustre management and taxation
  • – Five alternatives to the building society to boost your income
  • – Four key tax saving tips
  • – How to cut the cost of switching
  • – How to assess the advice you are receiving
  • – An alternative to the typical ‘hit and run’ financial advice or ‘do-it-yourself’ discount brokerage






Registration and coffee

Start - Managing in difficult markets

Investment strategy - Avoid the common pitfalls






Inheritance Tax - Exemptions, gifts and Trusts

Questions and Answers

Buffet lunch - Meet the speakers


We are thrilled to have won a Gold award at the Portfolio Adviser magazine Wealth Manager Awards 2017, which recognise top performance outcomes based on investment choices. With all of our portfolios performing extremely well, our Aggressive Portfolio – our high risk, high reward proposition – was singled out for its excellence
Wealth Manager GOLD AWARD