Wealth Preservation: Planning for the Future

Wealth Preservation: Planning for the Future

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Solent Hotel & Spa

Rookery Avenue


PO15 7AJ

United Kingdom

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A free 2-hour financial seminar focused on protecting your wealth and financial legacy

About this event

Wealth Preservation: Planning for the Future

If the last two years have taught us anything, uncertainty and unbridled change could just be around the corner.

In a changing, unpredictable world, being armed with the right information, particularly with regards to our financial futures, can give us a sense of control.

Plans change, but a solid base from which to absorb and deal with any future financial hurdles can alleviate anxiety and stress.

The fear of the unknown can cause inertia, which can lead to missed opportunities.

Many are unaware of the ethical mechanisms available to help protect their estates, and assets against a range of factors such as inheritance tax, the costs of care and more.

What's covered in the session?

In this free 2-hour financial seminar we will discuss:

  • How you may be able to safeguard your assets against potential care costs
  • Ways to protect inheritance for future generations.
  • How to ensure your assets reach your children, grandchildren and intended relatives
  • Whether it is possible to reduce the amount of inheritance tax due on your estate

Who should attend this free financial seminar?

This seminar is most valuable to those who:

  • Could be facing a loved one needing care
  • Wish to protect their wealth from unnecessary taxes
  • Are likely to leave or receive an inheritance

Tickets & schedule

Spaces for this seminar are limited to 50. Therefore we advise securing your ticket today.


Time: 9:30am arrival for a 10am start

Location: The Solent Hotel

Address: Rookery Ave, Whiteley, Fareham PO15 7AJ

There will be a break half way through for refreshments.

The seminar will finish at 12:00 PM and a hot buffet lunch will be served, at which point you will have to opportunity to chat to our speakers or arrange a 1-2-1 meeting.

Your seminar presenters

This informative wealth seminar is delivered in partnership between Sterling & Law - Hampshire, and Churchers.

Sterling & Law - Hampshire is a local frim of experienced, FCA-regulated financial advisers who specialise in pensions, retirement, inheritance tax and estate planning.

Churchers are a leading Hampshire Law firm with offices across the county and the Isle of Wight.

Your specialist presenters for the day, are Ian Batterbee, Practice Principal of Sterling & Law, and Chris Matthews, a partner at Churchers in thjeir Wills & Probate division.

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