Complimentary in person Briefing
Protect Your Family Wealth from Inheritance Tax
Discover how to reduce or even eliminate this tax burden at our exclusive seminar at Squerryes Winery in Westerham on 16th October 2025.
Inheritance Tax is often called the cruellest tax.
It strikes just months after a loved one’s passing, demanding huge sums from grieving families. Homes, pensions, and investments are being sold to meet liabilities that could have been avoided.
Frozen allowances for 21 years mean more families are paying tax every year.
By 2027, pensions may face up to a 91% tax liability.
From 2026, business owners will see shares above £1m taxed.
The good news? With the right planning, this “voluntary tax” can be significantly reduced — or eliminated altogether.
Don't worry, we can help!
MEET THE Hosts
Led by Trevor Downing FPMI FPFS,
Chartered Fellow with over 30 years’ experience, our seminar will show you proven strategies to protect your estate.
Trevor will be supported by Pierre Coussey an expert in financial planning and inheritance tax.
Delivered in partnership with Vanguard, the world’s second-largest fund manager, we’ll demonstrate practical solutions to safeguard wealth across generations.
In Person Briefing Details
Squerryes Winery
Venue:
Squerryes Winery Restaurant, Beggars Lane, Westerham, TN16 1QP
Date:
Thursday 16th October 2025
Time:
Arrivals from 3:30pm, seminar starts 4:00pm
Limited complimentary spaces – reserve now
What You’ll Learn
How to structure wills and trusts to reduce or remove IHT.
Protecting pensions and investments from stealth taxes.
Planning strategies for business owners facing new 2026 rules.
Practical steps you can take immediately to safeguard your family’s future.
Spaces are extremley limited
Reserve Your Free Place Now
Frequently Asked Questions
Is there a cost to attend?
No, attendance is complimentary — but places are limited.
Do I need prior knowledge of tax planning?
Not at all. The seminar is designed to be clear, straightforward, and practical.
Can I bring a spouse, partner, friend or colleague?
Yes, we'll be sharing insights that impact us all. Additional seats can be reserved when you register.
Will this seminar try to sell me specific products or services?
No, our seminar focuses purely on educational content and proven strategies to help you understand inheritance tax planning. While we'll introduce you to our concepts and approaches, there's no obligation or hard selling of specific products. If after the seminar, you think there are ways that we can support you then we’d love to hear from you.
What qualifications and experience do the speakers have?
Our seminar is led by Trevor Downing FPMI FPFS, a Chartered Fellow with over 30 years of experience in financial planning. We also partner with industry leaders like Vanguard to bring you credible, practical solutions.
What should I bring with me to the seminar?
You don't need to bring any documents. Just come prepared to learn and take notes.
Will there be an opportunity for one-on-one advice?
The seminar is designed for group learning. However, we will offer an opportunity to book a complimentary private consultation after the event if you wish to discuss your personal circumstances in more detail.
Is the advice provided at the seminar applicable to my specific financial situation?
The seminar provides general strategies and insights into inheritance tax planning. While highly informative, it's not personalised financial advice. We recommend a private consultation to tailor strategies to your unique circumstances.
What happens after the seminar? Will I be contacted?
We will be in touch with a follow-up call and email providing resources and an invitation to book a private consultation. You are in control of whether you wish to engage further.
The risks of doing nothing have never been higher.
Join us and gain the clarity you need to protect your wealth and your family.
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