Aberdeen inter-generational planning seminar (afternoon)

  • Tuesday Afternoon 13 March 2018 at 3.00pm
  • Aberdeen

Like many people, you may want to pass on your wealth to the next generation. Inter-generational planning involves working with your family to find a successful way to pass on your money that avoids pitfalls and minimises the burden of Inheritance Tax.

Our upcoming inter-generational planning seminar is being held in the only five-star hotel in Aberdeen, The Marcliffe Hotel and Spa. Abundant in history and heritage, the hotel has welcomed many famous guests in the past, such as HRH Prince Charles, the Sultan of Brunei and Rod Stewart. We hope you will join us on 13 March at 3pm.

At the seminar:

  • We will discuss the demographics in the UK and the scale of the potential wealth which will be transferred over the next few decades
  • You will hear about how families can maximise these opportunities and manage the risks
  • We will look at where we think markets might be headed over the remainder of the year and beyond, and how our financial planners and investment managers can work together for you
  • There will be a Q&A session with our experts
  • Afternoon tea will follow the session


Tuesday Afternoon 13 March 2018 at 3.00pm


The Marcliffe Hotel, North Deeside Rd, Pitfodels, Aberdeen, AB15 9YA



Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority, however the products to mitigate tax may be regulated.