Wills & Trusts IFP Ltd DX4105, Aylesbury
Seminars
If you want to hear the latest information on wills, wealth management and inheritance planning (and most importantly how to avoid the taxman and protect your estate), this 90 minute seminar is an absolute must.
Good sound and balanced financial advice 
- Mrs J E MATHER, HARWICK, NORTHANTS
Why attend? The seminar is more up-to-date than information in ‘How to’ books, easier than ploughing through the small print in daily broadsheets, more interactive than watching the financial news on TV and more informative and accurate than the advice you’ll receive from friends, colleagues and family!
Every seminar is FREE, local, small and friendly and covers a staggering wealth of information in just one and a half hours from the UK’s top inheritance, tax and investment expert, David Batchelor.
You’ll see which strategies are best for reducing tax and protecting your inheritance and learn how to use trusts to your advantage. You’ll find how to avoid the pitfalls and minimise your risk for a more stable financial plan. Then we’ll take you through the issues that will have a specific impact on your money such as changes in tax rules and the closure of Inheritance Tax "Loop holes.
Without fail, you will leave the seminar knowing more than you know, with a renewed confidence and enthusiasm for your financial future.
It’s an interactive seminar so you’ll get the opportunity to ‘ask the expert’ in the second half of the session after tea break.
Totally professional, clear and interesting . . . time well spent.
- Mrs S PHILLIPS, AYLESBURY, BUCKS
If you’d like to attend one of these popular free seminars, we suggest you book your place early. We like to keep the seminars small and friendly and therefore seats are limited.
Click here to see a list of seminar dates. Simply click on the date that you wish to attend and complete the online booking form.
Alternatively, contact our friendly team by phone today and we’ll send you the booking form with details of dates, times and locations.
You can be assured there is absolutely no “sell” at the event. All we ask is that you either tick the box to say, “yes” to a meeting or “no” if you don’t, at the end of the session. No follow up sales calls and persuasion techniques – we don’t believe in working that way. It’s simply your choice. If you tick “YES” we’ll be delighted. We’ll let you know at the event itself what our fees are and how we work so you have all the information you need to make a decision.
