Register to attend our latest live seminars

Experience a Wellesley Seminar

At Wellesley Wealth Advisory, we are thrilled to offer a series of complimentary live online seminars on key topics aimed at supporting you and your family and protecting your wealth at key life moments.

These live online seminars will last for a duration of 60 minutes which will include time for you to ask questions. To register to attend please select from the events listed below.

*By registering to attend this event you are consenting to us contacting you

Online Seminar

6

July 2020

2pm

Harry Morgan

Inheritance tax planning

Planning for later life gives peace of mind, enabling you to plan your IHT exposure, make gifts to your heirs during your lifetime and secure a pre-set income should you need long-term care in the future.

Register

7

July 2020

3pm

Harry Morgan

Retirement planning

The benefits of pensions and why you should invest in one. Pensions are not always easy to understand but it is important that you can be sure you have made enough provision for your pension fund – so that when you do reach retirement, you get the benefits you really want.

Register

8

July 2020

7pm

Harry Morgan

Inheritance tax planning

Planning for later life gives peace of mind, enabling you to plan your IHT exposure, make gifts to your heirs during your lifetime and secure a pre-set income should you need long-term care in the future.

Register

8

July 2020

7pm

Harry Morgan

Retirement planning

Planning for later life gives peace of mind.

Register

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The latest views on investment markets to developments in taxation, retirement, and estate planning.

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