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expert-led seminars, workshops and webinars covering the financial topics

Upcoming Events

We regularly host free seminars and webinars to help you make more informed financial decisions. Reserve your place today.

16
September
-
6:00 pm

Protecting Family Wealth: Estate & Inheritance Tax Planning in a Changing Landscape

The Watermill Theatre
Watermill Theatre, Bagnor, Newbury, RG20 8AE
Join specialists from Chester Rose Financial Planning and Gardner Leader for an informative seminar exploring estate planning and inheritance tax considerations for individuals, families and business owners looking to protect and pass on wealth with confidence. Topics will include wills, trusts, pensions, gifting, succession planning and recent inheritance tax developments.
Book your place
1
October
-
6:00 pm
Webinar

Your Pension After You

What happens to your pension after you’re gone? Join us to understand pension death benefits, beneficiary nominations and how Wills and LPAs can help you plan for the future.
Book your place
14
October
-
2:00 pm
Seminar 

Protecting Family Wealth: Estate & Inheritance Tax Planning in a Changing Landscape

The Watermill Theatre
Watermill Theatre, Bagnor, Newbury, RG20 8AE
Join specialists from Chester Rose Financial Planning and Gardner Leader for an informative seminar exploring estate planning and inheritance tax considerations for individuals, families and business owners looking to protect and pass on wealth with confidence. Topics will include wills, trusts, pensions, gifting, succession planning and recent inheritance tax developments.
Book your place
20
October
-
1:30 pm
Webinar

Your Pension After You

What happens to your pension after you’re gone? Join us to understand pension death benefits, beneficiary nominations and how Wills and LPAs can help you plan for the future.
Book your place
ARCHIVE

Past Events

Missed an event? Browse our past seminars and webinars below.

DATE
EVENT
TYPE
LOCATION
July 23, 2026
Your Pension, Your Way
Webinar
Online
June 25, 2026
Your Pension, Your Way
Webinar
Online
July 22, 2026
Protecting Family Wealth: Estate & Inheritance Tax Planning in a Changing Landscape
Seminar 
The Watermill Theatre, Newbury
April 24, 2026
The Dental Ascent Series: Exit – London
Conference
London, UK
April 23, 2026
The Dental Ascent Series: Entry – Webinar
Webinar
Online
April 17, 2026
The Dental Ascent Series: Exit – Manchester
Conference
Manchester, UK