About us

Inheritance Preservation Seminars organises seminars on behalf of legal, estate planning and financial services practices. The seminars explain how to keep hard-earned assets in the family and preserve these down the bloodline for future generations.

  • The highly acclaimed seminars have been running for decades, and are sponsored and presented by a range of fully qualified solicitor practices, estate planners and financial advisers with many years’ experience in helping families across the UK in different aspects of wealth preservation.
  • The central theme of the seminars is ‘joined-up thinking’ bringing together expertise from legal, financial and taxation specialists.
  • Held in a relaxed, informal atmosphere without any selling and with the freedom to ask questions, the seminars provide clear information on how to legally protect your home and savings for future generations.
Inheritance Preservation Seminars

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
  • Giving to charities and leaving a legacy in your Will

Where required, access to advice is available post-seminar with the legal, estate planning or financial services practice sponsoring the seminar.

Independent and unbiased

Inheritance Preservation Seminars organises the seminars on behalf of legal, estate planning and financial services practices, who pay us a fee which covers marketing, promotion and hire of the venue. In return, the seminars help sponsors to build brand awareness, create interest and generate new business.

Since Inheritance Preservation Seminars does not itself provide any advice, or sell any legal or estate planning services, regulated investments or unregulated investments, we are completely independent and unbiased.

Pitfalls

Inheritance Preservation Seminars does not promote or endorse any type of care cost or tax avoidance schemes.

In particular, beware of companies selling schemes which are specifically designed to avoid care costs. These type of schemes are often expensive and can be considered ‘deliberate deprivation’ by Local Authorities. In addition, any initial financial planning reviews should be free and without obligation, undertaken by an FCA regulated advisor – you should not pay any upfront costs for reports or meetings.

If you request access to advice after attending one of our seminars, the initial consultation with the seminar sponsor will always be free and without obligation.

Above all, always seek professional advice from fully qualified and regulated sources.

Inheritance Preservation Seminars

“Very good presentation, the presenters came across as very knowledgeable and experienced but also honest and trustworthy” – P. Fisher