Events
View our exclusive events featuring market outlooks, investment strategies, and conversations with financial experts. Explore our calendar of events, regional seminars, webinars, and workshops designed to support your long‑term financial goals.
Seminar - Beat the Inheritance Tax Trap Devon
Join us for a practical session on how to reduce your IHT liability and protect your family’s future.
Venue: The Alverton, Tregolls Road, Truro, Cornwall, TR1 1ZQ
Date: 29 April 2026
Time: 10.30am - 2pm (lunch included)
Speakers: Hosted by expert Succession Wealth Planners alongside Nick Lattimer from Wolferstans Solicitors and Dominique Butters from Blackfinch Investments.
Seminar - Beat the Inheritance Tax Trap (Leeds)
Join us for a practical session on how to reduce your IHT liability and protect your family’s future.
Venue: Freeth’s, 10th Floor Central Square, 29 Wellington Street, Leeds, LS1 4DL
Date: Wednesday 21 May 2026
Time: 10.00 – 13.00
Speakers: Hosted by expert Succession Wealth Planners Dan Chaplow, David Bywater alongside Suzanne Porter from Freeths.