About us

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

The highly acclaimed seminars are sponsored and presented by legal and later life specialists with decades of experience in helping families across the UK in all areas of estate planning and 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.

A full list of upcoming seminars can be found here

A cross-section of feedback from previous attendees can be found here

Wealth preservation seminar

Subjects covered in the seminar include:

  • Strategies for keeping wealth in the family
  • Using trusts to preserve family wealth
  • 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

 
Where appropriate, seminar attendees are entitled to a no-cost consultation without obligation, with the legal, estate planning or financial services practice sponsoring the seminar.

Note that Inheritance Preservation Seminars organises the seminars on behalf of legal, estate planning and financial services practices. Inheritance Preservation Seminars does not deliver the presentations nor do we provide any advice, legal or estate planning services, regulated investments or unregulated investments. Access to advice is available through the companies who sponsor the seminars, should this be required.

The content published on this website and presented in the seminars is for general information purposes only and no part of it constitutes advice. Inheritance Preservation Seminars does not promote or endorse any type of care cost or tax avoidance schemes. You should always seek professional advice from fully qualified and regulated sources.
 

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