We are delighted to invite you to our Annual Estate Planning Seminar, where our expert speakers will present on tax matters for your lifetime and beyond. As this involves passing wealth efficiently from one generation to the next, you might want to consider bringing along a family member. 

Speakers from our team of experts will include: Julian Broom, Chief Investment Officer; Julian Smith, Head of Tax; Peter Webb, International Tax Manager; and Dale Butcher, Tax Manager.

We will provide:

  • Key insight on current tax matters.
  • A longer-term perspective which will consider how prudent tax planning now will affect your, and your family‚Äôs, future.
  • Guidance on how to manage these factors to your wealth.
  • Information on Estates matters, such as Will writing, Powers of Attorney and Estate administration.
LocationDateTimeVenue
CheltenhamTuesday 3 September1100 – 1430Sudeley Castle
ExeterWednesday 11 September 1100 – 1430 Sandy Park
ChichesterTuesday 17 September 1100 – 1430 Goodwood Hotel
LondonFriday 20 September 1100 – 1430 Royal Society

To register, please complete the form below selecting your preferred location and providing your guest’s details.

Please note that these seminars may be recorded and photographed for use on our website for future use.  Any recording will focus on the speaker and content of the seminar.

  • Request our corporate brochure

  • Want to talk further?

    Would you like to contact one of our experts for an informal chat about how we could help you?

    Click the button below to find your nearest office and get in touch.