A smarter way to pass on and manage wealth – Chelmsford

  • Wednesday 9 May at 11:15am
  • Chelmsford

Estate planning and investment seminar

Estate planning involves taking steps to reduce your Inheritance Tax bill which allows you to pass on more assets to the next generation. If you would like to learn more about estate planning and our current investment views, why not join us at our upcoming seminar? Hosted at the Grade II listed Hylands Hotel, you can enjoy the house’s abundant history and 574 acres of stunning grounds afterwards.

The seminar is hosted by managing partner Nick Geere. Financial planner Peter Besant and investment manager Chris Day will also be sharing their thoughts and expertise. We would love for you to join us on 9 May at 11:15am.

At the seminar:

  • Develop your understanding of Inheritance Tax and estate planning
  • Find out about the importance of defining your goals and developing a plan
  • Listen to an investment update from investment manager, Chris Day
  • Hear how pensions can be used to pass on your wealth
  • Join in a lively Q&A session
  • Have lunch while chatting to our team and other guests


Nick Geere

Nick Geere

Managing Partner and host
Silhouette of a man

Peter Besant

Financial Planner
Chris Day

Chris Day

Investment Manager


Wednesday 9 May at 11:15am


Hylands House, London Rd, Writtle, Chelmsford, CM2 8WQ



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