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Estate Planning
The seminar was very informative provided just enough information at a level acceptable to everyone in the audience. No hard sell at all.
Very informative and clearly explained
Most helpful presentation
Clear, informative, interesting and no hard sell. Graham was an excellent presenter and the chocolate cookies were excellent too! A very helpful evening, thank you.
The seminar was well presented and was
The seminar was well presented and was very informative.
I would recommend this Seminar to my friends and family … in fact I have already asked my brother to look up online to see if they do the seminar in the area where lives!
Lots of information as well as offers of priced services
I knew before I went that the company would want to sell us services and they were completely up front about that. They were keen to let us know how competitive their prices are. However, the information they gave on the day was very useful in itself. Clear language (no jargon) I couldn’t stay until the end so can’t comment on the Q and A.
I will be taking them up on their offer of a free home visit as I now understand that I do need to make some plans for the future.
Very useful & informative presentation
My wife and I went to a presentation on Estate Planning, in Oxford in January 2020. The speaker was vert good – clear. factual with some humour, and well versed in his subject and the art of delivery.
We were able to ask questions and update ourselves on current financial and retirement planning. We have subsequently requested a free review.
An excellent seminar for anyone planning for later life
A very clear and detailed presentation full of useful tips and advice. I would definitely recommend attending one of these seminars if you are planning for later life. Topics covered included wills, lasting power of attorney, trusts, probate plans, equity release etc. with time at the end of the seminar for a question and answer session. There was no hard sell and I came away feeling confident in this company in terms of the bespoke services they offer.
Estate Planning Seminar
Very well presented seminar. The information given was clear and fairly easy to understand.
Very approachable presenter
Very approachable presenter, good sense
of humour. Explained things well.
Excellent, engaging presentation full of useful information.
Useful information.
I found the seminar very useful and I learned a few things that I was not aware of.
Well worth attending planning event!
Well worth attending planning event!
Great presentation on key elements of inheritance and related estate considerations…. Loads of really useful information
An informative evening
Two hours well-spent! An informative and well-presented seminar. All questions were answered fully in the Q & A session
Excellent presentation
Excellent presentation
Most helpful presentation
Clear, informative, interesting and no hard sell. Graham was an excellent presenter and the chocolate cookies were excellent too! A very helpful evening, thank you.
very interesting and clear
very interesting and clear. quite a lot to digest and obviously very different for the individual.
Trusts eem to be the way to go to save on IHT
Excellent presentation
The presentation was excellent-clear, straight-forward, simple-which is the true mark of someone knowing what they are talking about and being able to convey it. I learned some new things and will definitely be following up with a review.
Informative seminar
Informative seminar, with just the right amount of detail
Very good speaker
Very good speaker. Glad I attended
very good information but some I did
very good information but some I did not understand but have asked for a visit and hopefully will get a better understanding.
The presentation was very well
The presentation was very well delivered. The speaker was excellent and made it very interesting. It was surprising the different areas the company covers and how it is possible help the family protect most of their capital with certain exceptions.