Complimentary Online Briefing
Protect Your Family Wealth from Inheritance Tax
With the government collecting £8.25 billion in inheritance tax last year and pensions set to be included in estates from April 2027, more families than ever face an unexpected tax bill on death.
But most of it is entirely avoidable.
Join our financial advisors Oliver Simmonds and Dean Gillam for a practical, plain-English webinar that shows you exactly how to protect what you've spent a lifetime building.
Join Us Online 💻 :
7:00pm
19th May 2026
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 will face a higher 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 Dean Gillam, Head of Financial Advice
Led by Dean, a Chartered Financial Planner with over 20 years’ experience, our webinar will show you proven strategies to protect your estate.
Dean will be supported by Oliver Simmonds 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.
Online Briefing Details
Event Details
Venue:
Online Webinar
Date:
Tuesday 19th May 2026
Time:
7:00 pm
Limited complimentary slots– 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.
SLOTS 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 webinar is designed to be clear, straightforward, and practical.
Can I invite a spouse, partner, friend or colleague?
Yes, we'll be sharing insights that impact us all.
Will this webinar try to sell me specific products or services?
No, our webinar 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 webinar, 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 webinar is led by Dean Gillam our Head of Financial Advice with over 20 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 webinar?
Just come prepared to learn and take notes.
Will there be an opportunity for one-on-one advice?
The webinar 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 webinar applicable to my specific financial situation?
The webinar 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 webinar? 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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