Our events
Our events
In October, more than 80 guests joined us at Kingdom in Penshurst for The Inheritance Tax Trap and The Pension Reality Check. Our morning session sold out before the day arrived.
In 2027, we’re running a full programme of complimentary events across Kent and Sussex, including a brand new event for first time buyers.
Dates and venues are coming soon. Register your interest below and you’ll be the first to hear when they’re announced.
Coming up
The Inheritance Tax Trap
From 6 April 2027, most unused pension funds and death benefits will be included when calculating the value of an estate for Inheritance Tax. Some families who never expected an Inheritance Tax bill could find themselves in a very different position.
This event helps you understand where you stand today, what the pension changes could mean for your estate and the planning options worth considering, so your plans protect the people you care about.
Dates and venues: coming soon
Pension Reality Check
Most people in their 40s and 50s have done many of the right things. But do you really know what your pensions and savings could provide?
This event helps you bring your pensions and savings into one clearer picture, understand what they could actually provide as an income, see what role the State Pension could play and find out whether you’re on track for the retirement you want.
Dates and venues: coming soon
First Home, First Steps
Buying your first home is exciting, but it can also feel like a maze. How much can you borrow? How big a deposit do you need? What actually happens between an offer and getting the keys?
This practical event walks you through mortgages, property searches, the legal process and the mistakes worth avoiding, so you can take your first steps with confidence.
Dates and venues: coming soon
More events to come
We regularly hold events across Kent, Sussex and the surrounding area covering pensions, retirement planning, mortgages and other financial topics.
Keep an eye on this page for details of future events.