Our Events

We are offering a range of events, seminars and webinars to help individuals understand complex issues such as inheritance Tax (IHT) and retirement planning.

retirement seminars

Retirement Seminars

These seminars are intended for people within five years of retirement and will:

  • Cover the various options regarding how to take your benefits.
  • Give examples of how each option may appeal to certain clients.
  • Highlight some of the pitfalls.
  • Give you an insight into the sorts of questions you should be asking yourself before making any decision.
  • Show how retirement planning is about all of your assets, not just your pension plan.
Retirement Seminars

Our Webinars

These are online versions of our seminars, unfortunately without the drink and canapés.

Learn more about our webinars

If you are keen to know more – why not request a call back for a no obligation consultation.

Request a call back