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 a range of different solicitor practices, estate planners and financial advisers with many years’ experience.
Lasting 2 hours, the seminars are held in a relaxed atmosphere, without any selling and with the freedom to ask questions. The presentations provide factual, generic information. Access to advice is available post-seminar if required with the seminar sponsors.
“The seminar gave me invaluable information and I would recommend it to other people.” – J. Welch 
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
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 many threats to your ability to pass family wealth down the generations whilst providing straightforward solutions in plain English.
The seminars provide clear, factual information with no selling or gimmicks. Access to advice is available for all delegates post-seminar if required.
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.
Highly acclaimed seminars on preserving wealth down the generations
