About this Event
Most people spend decades building their wealth. Very few spend an evening making sure it's easy for their family to deal with.
When someone dies, loved ones are often left navigating probate, bank accounts, pensions, property, tax, legal paperwork and countless organisations - all whilst grieving.
The sad reality is that many of these problems could have been prevented with a little planning.
Join us for an honest, relaxed evening where you'll hear from regulated financial advisers and estate planning professionals (not sure what title you want to use or how you want to be introduced) who deal with these situations every day.
No jargon.
No sales pitch.
Just practical guidance that could save your loved ones months of stress.
Whether you're writing your first Will, reviewing your estate, acting as an executor, or simply wondering what happens when someone dies, this event is for you.
Leave knowing exactly what needs to be done and what mistakes to avoid.
You'll Discover
- What actually happens when someone dies.
- How probate really works (and when it isn't needed).
- The biggest mistakes families make.
- The April 2027 pension inheritance tax changes and what they could mean for your estate.
- How to reduce stress, delays and unnecessary costs for your loved ones.
- Wills, Lasting Powers of Attorney and beneficiary nominations explained simply.
- Common inheritance tax myths.
- What every executor wishes they had known beforehand.
- Live Q&A with regulated financial advisers and estate planning specialists.
One conversation today could save your family months of stress tomorrow.
Places will be limited to encourage questions and discussion.
Reserve your seat now.
Event venue & nearby stays
Mary Sheridan House, 11-19 Saint Thomas Street, London, United Kingdom
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