Attend our seminar. You will find it engaging, informative and a valuable use of your time…

Our seminars are a great opportunity to gain expert insight and advice to help you boost your income, maximise your investment
returns and minimise tax. Presented by our directors, the seminars will give you valuable food for thought as well as practical
tips that you can apply straight away. You’ll also have plenty of time to ask questions as well as chat to our experts over a
complimentary buffet lunch.

All of our seminars are free of charge and without any obligation.

Time well spent

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

  • – Current inheritance tax rules
  • – How gifts, trusts and exemptions can minimise inheritance tax
  • – How prompt and regular action will reduce your ultimate inheritance tax bill
  • – Ways to save inheritance tax immediately
  • – Tax-saving tips
  • – How to assess the financial advice you are receiving
  • – Poor fund performance and lacklustre management
  • – Managing investments in difficult markets
  • – Excessive charges and how to cut the cost of switching investment funds
  • – Alternatives to the building society to boost your income

More about our seminars

Have a look at a typical seminar and read about our presenters here




Book a place at one of our seminars

Chilworth Manor

SO16 7PT
Thursday 31/01/2019
Places remaining – click to book
Farnham Castle

Wednesday 27/02/2019
Places remaining – click to book
Pennyhill Park Hotel

GU19 5EU
Tuesday 12/03/2019
Places remaining – click to book
The Elvetham

Hartley Wintney
RG27 8AS
Thursday 28/03/2019
Places remaining – click to book
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