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
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.