Welcome to Inheritance Preservation Seminars

Inheritance Preservation Seminars explain how to keep hard-earned assets in the family and preserve these for future generations.

The highly acclaimed seminars are sponsored and presented by legal and estate planning specialists with decades of experience.

Lasting 2 hours, the seminars are held in a relaxed atmosphere, without any selling and with the freedom to ask questions.

The highly qualified presenters have helped families across the country to preserve wealth down the generations.

Click here to book your place on one of our FREE seminars or call 0845 299 3834


“The seminar gave me invaluable information and I would recommend it to other people.

Exceptionally well-presented.” – J. Welch

 

 Subjects covered in the seminar include:

  • Strategies for keeping wealth in the family
  • Gifting money to children and grandchildren
  • Protecting wealth from business failure or divorce
  • Changes to Inheritance Tax announced in the Budget
  • Care fees, long-term care and immediate needs annuities
  • Lasting Powers of Attorney, Wills and probate

Wealth preservation seminars

 

Keeping assets in the family

Much of our life is spent saving for the future, buying a house, planning ahead for retirement, helping children, grandchildren and other loved ones.

The popular two-hour seminar outlines the threats to your ability to pass family wealth down the generations whilst providing clear and factual solutions.

 Inheritance Preservation

Sideways disinheritance, children’s divorce, loss of capacity and inheritance tax can erode your assets for future generations – find out more

One person develops dementia every three minutes. A Lasting Power of Attorney (LPA) allows you to nominate a trusted friend or relative to take control of your assets if you lose capacity.

Is a Will enough?

Will writing

Your Will only controls assets you own at the time of your death [read more]

Trust planning

Trust planning

Trust planning is designed to protect your assets during your lifetime [read more]

Inheritance tax

Inheritance tax

Inheritance Tax is payable on your assets above a set threshold [read more]