Upcoming & Past Events

Take a look below to see our upcoming events and register your interest.

Wednesday 1st July 2026

Shield and Sustain Your Wealth
Summer Seminar

Be Smart, Be Safe, Be Secure

Arrival 9.30am. Prompt start 10.00am - 1.00pm

Free Entry

Fourth Floor, 1 Waterside Place, Basin Square, Brimington Road, Chesterfield S41 7FH

Gain insights from our guest speakers

  • Dave Fewtrell – Aberdeen Investments
    Mind Over Markets: How Behavioural Biases Shape Decisions Under Pressure
  • Annabelle Heath – Downing Investment
    How business relief can help protect your estate from Inheritance Tax
  • Ellie Whitehead & Anne Rogers – Best Solicitors
    Your Will, Your Way: Why Planning Ahead Matters

Registration Required

Use the form provided or contact us on 01246 932300

Register Now

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Previous Events

Tuesday 4th November 2025

Planning With Purpose

Navigating Pensions, IHT & Wills

Arrival 9.30am. Prompt start 10.00am - 1.00pm

Free Entry

Fourth Floor, 1 Waterside Place, Basin Square, Brimington Road, Chesterfield S41 7FH

Gain insights from our guest speakers

  • Tim Field – Timeline
    Why markets are becoming more efficient and why volatility shouldn’t be seen as a negative. 
  • Eddie Barstow & Graham Findlay – Columbia Threadneedle
    Understanding the new Inheritance Tax Rules and how they apply to pension funds from April 2027
  • Ellie Whitehead & Anne Rogers – Best Solicitors
    Your Will, Your Way: Why planning ahead matters. – The importance of Wills and Lasting Powers of Attorney in Estate Planning. Peace of mind for you, clarity for your loved ones. 

Registration Required

Use the form provided or contact us on 01246 932300