Free Estate Planning Event

Discover how to take control of your financial future

Last year’s Stock Market crash was the worst since 2008, the UK is in political turmoil and the Tax Take by the UK government is at a 30 year high with no sign of decreasing. These are all things you can’t control but you can:

  • Reduce Inheritance Tax on your estate… legally.
  • Protect your assets from bankruptcy & divorce.
  • Take advantage of the Residence Nil-Rate Tax Band.

At the event you will learn how to take advantage of the benefits that are available to you now.

Reserve your place

I would like to reserve free places at the following event:

Chartered Accountants Hall
One Moorgate Place
London, EC2R 6EA

What happens at a Public Education Event?

Each event is broken into two parts. The first half is a presentation that will last up to 45 minutes. It will be fun and we will make complex issues easy to understand.

There will be a 15 minute break with refreshments, giving you time to think about what you have heard, and how it might be relevant to you.

The second half is all about Q&A. It’s your chance to ask questions and listen to other people’s questions and our answers. After 30 minutes or so we are done. If you would like to stay behind and talk to us about your situation, you are very welcome.

When you are at one of our Public Education Events, you will be with other like-minded people who are keen to learn in a safe environment.

We hope you will find our event the best use of your time this year.

Our guarantee is that we won’t try to sell you anything.


Chartered Accountants Hall
One Moorgate Place


One Moorgate Place is just off Moorgate behind Lloyds Bank. Directions from Moorgate Tube Station. There are three exits out of the station. The best exit is the one which exits onto ‘Moorgate’, Finsbury Circus side (signposted Moorgate east side, Southbound buses). Head left out of this exit towards London Wall. Cross over ‘Finsbury Circus’ (Holland & Barrett is on the corner) and then ‘London Wall’ (Vodafone is on the corner diagonally opposite). Continuing down ‘Moorgate’ you will pass Santander on the left and you will find a cut through to Moorgate Place just before Lloyds Bank again on your left.


Leave exit 2, walk along Princes Street keeping the Bank of England on your right. Cross onto Moorgate and turn right into Great Swan Alley just before a Lloyds Bank.


The nearest train station is Liverpool Street Station. Please see map above.


Numbers 21,43, 76,133 and 141 all stop on Moorgate.

Car Parking:

The nearest Car Park is an NCP located in Finsbury Square.