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SEMINARS

Discover all you need to know to protect your family legacy by attending one of our free public education seminars.

If your will is incorrect, your loved ones could face unnecessary tax bills, family disputes, or even see your estate pass to the wrong people.

Without proper planning, the taxman could take 40% of your assets, or your hard-earned wealth could end up in the hands of an ex-spouse or creditors.

DON’T LET YOUR FAMILY PAY THE PRICE FOR INACTION.

Join us for a FREE SEMINAR where we will reveal the critical updates you need to know and how to ensure your legacy and therefore your family’s financial future is protected.

Reserve Your Spot Today!
What You’ll Learn at the FREE SEMINAR:
  • How the latest inheritance tax changes impact you
  • Why most Wills fail to protect your estate
  • How to ensure your wealth is passed down efficiently
  • Strategies to minimize tax and secure your family’s future
  • The costly mistakes that could see your family lose out

At Elevation Estate Planning Ltd, our expert-led seminars provide practical, easy-to-understand advice – no sales pitches, just valuable insights to help you take control of your legacy.

WHAT TO EXPECT

A clear and engaging 45-minute presentation

A relaxed atmosphere with refreshments

A live Q&A session to get your questions answered

Reserve Your Spot Today!

UPCOMING EVENTS

Spaces are limited, and our seminars fill up fast. Secure your place now and take the first step toward protecting your estate.

Monday 9th June 2025

Moor Hall Hotel & Spa

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Tuesday 30th September 2025

Moor Hall Hotel & Spa

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Customer Testimonials

“I just wanted to email and say thank you for the way in which you conducted my recent pension transaction. The whole process was handled in a professional but friendly manner. Also the speed from initial instruction to completion was exceptional. A well done from me to all the Elevation Team.”

Martin S, Private Client

“We have known our Adviser for around 20 years, during which time we have been very pleased and grateful for his sound advice and guidance regarding our financial affairs. We would have no hesitation in recommending him.”

Natalie & Stephen H, Private Clients

““Elevation were referred to us when we were looking at our options. I wanted an IFA firm that would provide a personal service and add real value to providing financial advice for my staff. We have been very pleased with the service provided , which is evolving as a partnership rather than a standard supplier relationship.”

Geoff C, Managing Director

Elevation Wealth Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.

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