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 presented by legal and later life 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. Access to advice is available post-seminar if required.

Please note that our seminars are currently on hold due to the coronavirus situation. Our short video below provides useful information on different aspects of wealth preservation. If you require access to advice after watching the video, please call 0845 299 3834.

“The seminar gave me invaluable information and I would recommend it to other people. Exceptionally well-presented.” – J. Welch  Inheritance Preservation

Subjects covered in the seminar include:

  • Strategies for keeping wealth in the family
  • Care fees, long-term care and immediate needs annuities
  • Protecting wealth from sideways disinheritance
  • Gifting money to children and grandchildren
  • Protecting wealth from business failure or divorce
  • Changes to Inheritance Tax announced in the Budget
  • Lasting Powers of Attorney, Wills and probate
  • Giving to charities and leaving a legacy in your Will
Inheritance Preservation Seminar

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.

The seminars provide clear, factual information with no selling or gimmicks. Access to advice is available for all delegates post-seminar if required.

Keeping wealth in the family

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.

Will writing

Writing a Will

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

Trust planning

Trust planning

Trusts are designed to protect your assets during your lifetime [read more]

Inheritance tax

Inheritance Tax (IHT)

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

Highly acclaimed seminars on preserving wealth down the generations

Inheritance Preservation Seminars

“The goal isn’t to live forever, the goal is to create something that will.”