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Investment & Inheritance Tax Planning Seminar

The Investment and Inheritance Tax Seminars at Wellesley Wealth Advisory are free and developed to help you maximise your capital and safeguard intergenerational wealth. In partnership with St. James’s Place, our financial experts lead these seminars to help you safeguard your money.

Wellesley Wealth Advisory are expert financial planning advisors who specialise in intergenerational wealth management and investment management and investing planning. Hosting these Inheritance Tax and Investment seminars, Wellesley aim to support the development of a secure and profitable wealth profile for each attendee.

Each seminar commences at 10:00 with coffee and will be followed by lunch at 13:00.

If you would like to attend our seminar in the same location but at later time of day, we also hold an early evening seminar. Details can be found here

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