Reviews

Well presented, factual and unpressurised seminar, highlighting the need for proper estate planning to achieve the desired objectives at the appropriate time.

An informative and entertaining session presented with a dry sense of humour which helped to maintain attention on an occasionally dry subject. Useful Q&A which answered all of my questions. Thank you!

Found the seminar very informative and making us aware of the pitfalls if estate planning not in place and in a timely manner . The speaker was excellent in presentation.

I went to this Seminar wanting more information about inheritance tax and probate. That is a great anxiety on my part as I am concerned for my son’s future as he is autistic with learning difficulty. I have come away with lot of information and some sort of reassurance as to what I had to do.

Most informative session and thank you so much for a fantastic presentation.

well worth attending very informative and friendly

Excellent seminar, informative.

Very informative presentation and handouts. Left me with lots to think about and follow up. Have already made recommendations to family and friends that they should also attend one of these sessions. No pressure to sign up for any of the packages. Time allocated for a Q & A session at the end – very interesting.

Everything was explained very clearly videos helped a lot as I am just an ordinary person.

The host presented a master class in how to keep the attention of an audience even when presenting fact after fact by being very entertaining. This was important as not all the information was relevant to everyone all the time. However, what was useful to me was very well explained.

The presenter was excellent; the subject matter and visual aids just right. Very thought-provoking.

Friendly presentation which provided lots of food for thought for future estate planningC Weber

A well organised and well presented seminar which covered a range of complex matters in very clear language. It highlighted a number of areas where I need to take action to protect family assets.

Excellent talk

Questions during presentation would help as unable to clear up later

Excellent seminar, very informative.

Superb presentation, clearly explained and well detailed. Well worth 2 hours of our time, we both learnt a lot of useful tips and how to reduce IHT. Always a good idea!

Excellent day , very easy to understand

This was my first attendance at such an event . I was somewhat apprehensive expecting a hard sell on the business model but this was not the case . In fact the whole event was structured to give professional advice in simple terms and fully met my personal objectives to learn more about future estate planning to protect my family. Thank you very much indeed.