Loading Events

« All Events

  • This event has passed.

Annual Wealth Preservation Seminar

Wednesday, 24 October, 2018 @ 10:00 am - 2:00 pm

Join us for our second Wealth Preservation Seminar this Autumn.

Discover how to manage your wealth effectively at our annual  event led by our Wealth Management and Tax experts.

  • Tax Planning Tips
  • Passing on Wealth— How hard can it be?
  • Investment Markets and the impact of Brexit
  • Probate support and advice services
  • Wealth Management advice



10.00am  Arrival and Registration

Tea and coffee


10.25am Welcome and Introduction

Philip Peters, Tax Partner & Chairman, Whiting & Partners


10.30am  Tax planning tips & traps 

Barbara Nicholas, Tax Partner, Whiting & Partners


11.00am Passing on Wealth – How hard can it be? 

Brian Radbone, Head of Technical Services, Transact


11.30am Refreshment break


11.45am Investment Markets and the impact of Brexit 

Alexis Gray, Senior Economist, Vanguard Investment Strategy Group


12.30pm Introduction to Whiting & Partners Probate Services 

Philip Peters, Tax Partner & Chairman, Whiting & Partners


12.45pm Whiting & Partners Wealth Management – Summary & Close 

Richard Franks, Senior Financial Planner, Whiting & Partners Wealth Management


1.00pm Lunch


2.00pm Event close


To book your place please email Victoria Stokes at victoriastokes@whitingandpartners.co.uk or call 01284 752313. Places are limited and will be offered on a first-come first-serve basis.


Wednesday, 24 October, 2018
10:00 am - 2:00 pm
Event Category:


Victoria Scott
01284 752313


Huntingdon Racecourse
Huntingdon Racecourse, Brampton
Huntingdon, PE28 4NL
+ Google Map