A 45-minute talk
Plain English, no jargon. Followed by an open question and answer session.
For group organisers
A free estate planning talk for your group
Forty-five minutes on Wills, trusts, Lasting Powers of Attorney and Inheritance Tax, delivered by a qualified estate planner. No charge, no expenses, and nobody in your group is asked to buy anything.
What your group gets
Everything is included
Printed guides
A booklet for every attendee to take home and go through with family later.
A qualified speaker
Every talk is delivered by one of our estate planning consultants, not a salesperson.
An online version to share
New: a ready-made online seminar you can post to your Facebook page or newsletter, so members who can’t attend don’t miss out.
New for 2026
Reach the members who can’t make it to the hall
Most groups have far more people following them online than they can fit in a room. When you book a talk with us, we send you a free promotion pack so those members can attend too.
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Your own page on our website, with your group’s name and both dates on it
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Ready-made graphics sized for Facebook, stories and a printed poster
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Wording you can copy and paste straight into a post or newsletter
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We handle every registration, reminder and follow-up
It takes about two minutes. Copy, paste, post.
In person
Thu 18 Sep, 2:00pm
Bedworth Civic Hall · Just turn up
Online
Tue 23 Sep, 7:00pm
From home · Free registration
The session
What we’ll cover
Dying without a Will
Who actually inherits under the intestacy rules, and why it’s rarely who people assume. Unmarried partners inherit nothing at all.
Protecting the family home
Joint tenancy and tenancy in common, what care fees can and cannot reach, and where a trust genuinely helps, and where it doesn’t.
Lasting Powers of Attorney
Both types, what happens to a family without one, and why a bank won’t simply take a relative’s word for it.
Inheritance Tax in plain English
The nil rate band, the residence nil rate band, and the seven-year rule on gifts. Just the parts that affect ordinary estates.
Questions from the floor
Usually the best part. We stay as long as your group wants to keep asking, and we don’t mind the awkward ones.
Common questions
What committees always ask
Is it really free?
Yes. No fee, no travel expenses, and no request for a donation to anything.
Will you sell to our members?
No. There is no pitch and no sign-up sheet. We offer a free consultation to anyone who wants one, and that’s the extent of it.
What do we need to provide?
A room and a chair for the speaker. A screen is helpful but not essential. We can deliver the talk without one.
How many people do we need?
We ask for at least ten people for a talk in person, and we’ve spoken to groups of a hundred and twenty. If your group is smaller than ten, we’d be happy to run it as a virtual session instead, or anyone interested can join one of our free online seminars.
How far ahead should we book?
Four to six weeks is ideal, mainly so there’s time to promote it to your members. We can often do sooner.
From the groups
Groups who have had us in
Posts from community groups who have hosted one of our talks.
Step one
Request a date
Tell us roughly when suits your group and one of our event coordinators will come back to you within two working days with some options.