Seminars

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Seminars

We regularly hold financial planning seminars so that people can find out more about the topics that interest them and improve their own financial situation. The seminars are designed to provide actionable insights that you can apply to your own situation after the event.

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Seminars

Investment Planning Seminar

Tuesday 28th September - 10am 

In this 2-hour seminar which takes place at The Royal Air Force Club in London, investment expert Matthew Smith will walk you through the current investment landscape and consider actions you should take to protect your portfolio and maximise your opportunities for gains in the future.

Register Here →

IHT & Estate Planning Seminar

Tuesday 28th September - 2pm 

In this 2-hour seminar which takes place at The Royal Air Force Club in London, estate planning expert Matthew Smith will walk you through easy strategies you can use to minimise your Inheritance Tax liabilities, simplify your estate and protect your assets for those you love the most.

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IHT Efficient Investment Planning Seminar

Tuesday 28th September - 6pm

In this 2-hour seminar which takes place at The Royal Air Force Club in London, Matthew Smith will walk you through the various investment strategies that can be used to minimise your IHT liability and improve returns. These investments often carry other attractive tax advantages which will also be explained.

Register Here →

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