We recently held an ‘Inheritance Preservation Seminar’ hosted by our Independent Financial Adviser, Simon Brannigan.

The event was held at the DoubleTree by Hilton Hotel Bristol South – Cadbury House on Wednesday, 5th October 2022.

The seminar was aimed at people over 60 who wanted to ensure their families kept as much of their wealth as possible to flow down the generations.

Simon talked to a packed and attentive audience and covered tax planning, Inflationary pressures, care fees and legacy planning.

Simon’s next seminar will be in Bath on 15th November.

Please contact us for more details.