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Public Client Presentations

We are able to provide public client presentations to interested groups detailing the financial threats that they may face and the benefits of effective Estate Planning.

Our informative educational presentation focuses on the 3 main threats which are Disinheritance, Long Term Care fees and Inheritance Tax. We aim to make the subject interesting and understandable in a lively entertaining manner.

We are pleased to have delivered such presentations to groups ranging from 10 persons up to main platform delivery to rooms of 200 plus paying delegates, receiving excellent feedback and regular re-bookings


If you feel such a presentation would be of interest and relevant to a group known to you, please contact us to discuss individual arrangements