EVENTS AND SEMINARS

Expertly led free wealth management seminars from Four Wealth Management

At Four Wealth Management, our financial advisers run regular complimentary seminars. Seminar topics include investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. The aim of the seminars is to help outline options available to you to restructure your finances tax-efficiently to help you to preserve and grow your wealth.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

 

Upcoming inheritance tax planning seminars

Inheritance Tax Planning seminar

Tuesday 20th February 2024

9:30am-12pm

Queens Hotel, The Promenade, Cheltenham GL50 1NN

Inheritance Tax Planning seminar

Wednesday 21st February 2024 

9:30am-12pm

Leigh Court, Pill Rd, Abbots Leigh, Bristol BS8 3RA

Inheritance Tax Planning seminar

Thursday 22nd February 2024

9:30am-12pm

Cumberwell Park, Bradford-on-avon BA15 2PQ

Inheritance Tax Planning seminar

Tuesday 5th March 2024

9:30am-12pm

Clevedon Hall, Elton Road, Clevedon BS21 7RH

Inheritance Tax Planning seminar

Thursday 18th April 2024 

9:30am-12pm

Leigh Court, Pill Rd, Abbots Leigh, Bristol BS8 3RA

Inheritance Tax Planning seminar

Monday 22nd April 2024

9:30am-12pm

Queens Hotel, The Promenade, Cheltenham GL50 1NN

Inheritance Tax Planning seminar

Tuesday 30th April 2024

9:30am-12pm

Cumberwell Park, Bradford-on-avon BA15 2PQ

Inheritance Tax Planning seminar

Wednesday 1st May 2024

9:30am-12pm

Clevedon Hall, Elton Road, Clevedon BS21 7RH

Book your place now

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