A smarter way to pass on and manage wealth – Peterborough

  • Tuesday 5 June at 11:15am
  • Peterborough

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 scenically landscaped Marriott Hotel Peterborough?

The seminar is on 5 June at 11:15am and will be hosted by managing partner Nick Geere. Financial planner David Durrant and investment manager Matt Wright 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, Matt Wright
  • 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
David Durrant

David Durrant

Financial Planner
Silhouette of a man

Matt Wright

Investment Manager


Tuesday 5 June at 11:15am


Marriott Hotel Peterborough, Peterborough Business Park, Lynch Wood, Peterborough PE2 6GB



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.