Free Legacy and Inheritance Seminars
Join us at our next free seminar
A relaxed and informative session designed to help you understand some of the most important considerations when planning for your family, your estate and the future.
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The Grand, York
For this preview, The Grand in York is being used as the example seminar venue. Once your actual event venue is confirmed, these details and images can be changed in the settings at the bottom of the code.
A relaxed and informative seminar
There's no need for any previous knowledge of estate planning. The session is designed to be approachable, practical and easy to understand.
Useful information for you and your family
We'll introduce some of the key areas families should consider when planning their estate and putting their affairs in order.
Inheritance Tax
Understand how Inheritance Tax may affect your estate and why planning ahead can be important.
Wills
Learn why having an appropriate and up-to-date Will is an important part of estate planning.
Lifetime Trusts
Explore how trusts can form part of a wider estate and legacy planning strategy.
Lasting Powers of Attorney
Understand how LPAs can allow people you trust to make important decisions on your behalf.
Protecting Your Family
Consider planning for children, grandchildren and vulnerable beneficiaries.
Executors & Trustees
Understand the responsibilities involved and when professional support may be appropriate.
Jonathan Turton
Jonathan will guide you through the seminar, helping to make the different areas of estate and legacy planning easier to understand and giving attendees the opportunity to ask questions throughout the session.
What attendees say
This section can be replaced with genuine attendee feedback once the first seminars have taken place.
“The seminar was excellent. Jonathan explained everything in a way we could actually understand and was incredibly helpful.”Example attendee York Placeholder feedback
“Really informative without feeling overwhelming. We came away understanding the things we actually needed to think about.”Example couple North Yorkshire Placeholder feedback
“Jonathan was brilliant. Very approachable, knowledgeable and happy to answer all of our questions.”Example attendee York Placeholder feedback
Before you join us
Some of the things people commonly want to know before attending one of our seminars.
Join us in York
Reserve your free place and we'll send you everything you need before the event.