BRI Wealth Management will be hosting two Inheritance Tax (IHT) seminars on Friday 5th June. These sessions will cover the fundamentals of IHT and explore practical ways to help protect your estate. Depending on your individual circumstances, there are a range of planning options available to help manage and mitigate IHT, ensuring that as much of your wealth as possible is passed on to your chosen beneficiaries. The first seminar will take place over breakfast at Sixways Stadium, Worcester, with a second session held later in the day at Nuthurst Grange Hotel, Solihull.
Sixways Timings:
8.30am – arrival and breakfast baps
9am – seminar commences
10.30am – close
To register for the breakfast event, please scan the QR code below or email marketing@brigroup.co.uk.
Nuthurst Grange Timings:
1pm – arrival and lunch
1.45pm – seminar commences
3.30pm – close
To register for the breakfast event, please scan the QR code below or email marketing@brigroup.co.uk.
Our two speakers on the day are Andy Gillett and Barney Sears. Please read below for more information about them, and their roles at BRI Wealth Management.
Andy Gillett, APFS
Head of Wealth Management Advice & Chartered Financial Planner
Andrew joined BRI in February 2012. He is a Chartered Financial Planner with more than 20 years’ experience, and has worked at several IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit and lifestyle planning. Andrew provides financial advice to clients and also oversees the Wealth Management department.
Barney Sears, APFS
Chartered Financial Planner
Barney joined BRI in 2022 and is a Chartered Financial Planner, working closely with high-net-worth individuals and families to develop tailored financial strategies that support their long-term goals. He holds the Advanced Diploma in Regulated Financial Planning and has also completed additional qualifications in Discretionary Investment Management and Long-Term Care Planning.
