A smarter way to pass on and manage wealth – Duxford

  • Tuesday 22 May at 11:15am
  • Duxford

Unfortunately this seminar has reached full capacity and there are no more places available. Please choose another from our list of upcoming seminars.

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 at the Imperial War Museum Duxford? The museum holds over 100 years of war history to get lost in afterwards.

The seminar is on 22 May at 11:15am and will be hosted by managing partner Nick Geere. Financial planner Mark Lofting and investment manager Duncan Scott will also be sharing their thoughts and expertise. .

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, Duncan Scott
  • 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

Mark Lofting

Financial Planner
Duncan Scott

Duncan Scott

Investment Manager


Tuesday 22 May at 11:15am


Imperial War Museum, Duxford, Cambridge CB22 4QR



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.