Inter-generational planning seminar – St Andrews

  • Thursday 31 May at 11am
  • St Andrews

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.

If you want to know more about how we can help your family, join us on 31 May at 11am for an inter-generational planning seminar at Rufflets Country House Hotel, one of the oldest established country hotels in Scotland.

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
  • A buffet lunch will follow the session


Harry Morgan

Harry Morgan

Investment Manager
Silhouette of a man

Mark Wardlaw

Financial Planner
Silhouette of a man

Charles Blackwell

Financial Planner


Thursday 31 May at 11am


Rufflets Country House Hotel, St Andrews, Fife, KY16 9TX



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.