with our experts
We have a seminar for you
Whatever stage of life you’re at, our seminars have been designed to empower you to save and invest with confidence.
These events will give you useful tips and information, but won’t give you personalised advice.
Which seminar is right for you?
Looking to gain confidence in your investment approach?
Whether you’re an experienced or beginner investor and want to get some tips on how to approach investing, this seminar is for you.
Come along to:
- Get practical tips about how to consider your individual investment strategy
- Understand investment risk and how to consider it sensibly
- Discover how to get the best value from your investments whilst sticking to your preferred approach
Please note: this seminar will not recommend specific funds or shares.
Passing your wealth on to your loved ones
Inheritance tax is usually charged at 40% on your estate over £325,000. With over £5.2bn paid last tax year, planning now could save your loved ones thousands.
Come along to discover:
- The basic rules about estate planning and IHT
- How to plan and take action on reducing or eliminating IHT
- Tips to save 40p in the pound for your loved ones
Ready for your retirement?
Come along and find out:
- How an adviser approaches the key considerations in retirement planning
- How to map out your plans lasting your lifetime
- Ways to save money by using the appropriate solutions
Guarantee your seat today
Important information: It’s best you seek advice if you aren’t sure of an investment suitability, financial plan or your retirement needs. If you’ve got questions about your personal situation, we’ll make it easy for you to arrange a meeting with an adviser to see if advice is right for you as we won't be delivering personalised advice at the seminar.
We’ll look at some of the tax rules, but these may change in the future, and benefits depend up on individual circumstances. Where we discuss investments, it’s important to remember they can go up and down in value and you may not get back what you have invested.
For more information call:
0117 317 1690
Want to know when we’re next in your area?
Book your place
You’re booking a place at the "Get retirement readyYour strategy in retirementPassing your wealth on to your loved ones" seminar in
This seminar is aimed at those who aren’t retired yet, and are thinking about their options.
This seminar is aimed at those who are already retired and are looking to make the most of their money.
This seminar is aimed at those who are looking to reduce their inheritance tax bill and be able to pass more on to their loved ones.
Register your details
If we’re not in you’re area or you can’t make the date, register your details below and we’ll let you know when we’re next coming to you.
Thank you, you’re all booked in.
We’ll send you a confirmation email that you’re booked on to this seminar and a reminder of the details closer to the time.
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Can't make it?
You can book a call with a financial adviser for a time that suits you. They’ll guide you through a range of topics, like planning for the retirement you’ve always wanted, investing for a better income in retirement and how to tackle inheritance tax.
Together you’ll be able to discuss your next steps and whether you could benefit from personalised advice.