Estate planning seminar – Surrey

  • Wednesday 3 October 2018 at 11:00am - 2:00pm
  • Surrey

Estate planning can help to ensure you don’t leave more assets to the taxman than to your beneficiaries. It involves taking steps to reduce your Inheritance Tax bill while leaving more to the next generation to give their finances a jump-start. You can learn a lot about estate planning and what it entails at our upcoming seminar at Mercedez-Benz World. After the talk, you can immerse yourself in any car lover’s heaven and enjoy the vehicles at their best, or just simply enjoy the A-Class venue!

The seminar will be kicked into gear by financial planner Paul Heslop who will present alongside Tilney’s estate planning technical specialist, Ian Dyall. We would love for you to join us at the stylish location on 3 October at 11am.

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
  • Learn about Tilney’s approach to Inheritance Tax planning
  • 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


Silhouette of a man

Paul Heslop

Financial Planner
Ian Dyall

Ian Dyall

Estate planning technical specialist


Wednesday 3 October 2018 at 11:00am - 2:00pm


Mercedes-Benz World, Brooklands Drive, Weybridge KT13 0SL



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.