You currently have JavaScript disabled. This site requires JavaScript to be enabled. Some functions of the site may not be usable or the site may not look correct until you enable JavaScript. You can enable JavaScript by following this tutorial. Once JavaScript is enabled, this message will be removed.

Why choose HGH?

Inheritance Tax planning for your family – Free event – 18 Nov

Posted: 21st Oct 2021 by Hunter Gee Holroyd Independent Financial Adviser, Inheritance Tax, Investments, Wealth Management

18 November | 5.00-7.00pm

York Mansion House

HGH Wealth Management and Mole Valley Asset Management (MVAM), who offer financial planning services and investment advice from their offices in York, are joining forces to present an informative free seminar on Inheritance Tax planning solutions, to be held at York Mansion House in York on Thursday 18 November 2021.

This event will cover the inheritance tax issues which currently apply and what potential issues and innovative solutions may be available, along with investment opportunities and a chance to meet local suppliers. The seminar will highlight the importance of planning and taking professional advice to ensure current standards of living can be maintained, whilst protecting your assets.


5.00pm – Arrival, tea, coffee

5.15pm – Speakers

  • Nick Lawson from HGH Wealth Management on Inheritance Tax Options.
  • Duncan Sanford from MVAM on the IHT-Alternative Investment Markets (AIM)
    portfolio and investing in Yorkshire.
  • Stuart Green from Zoo Digital
  • Followed by Q&A

6.00pm – Drinks reception and canapes, demonstrations from local Yorkshire businesses

How to book

You can register here or by sending an email (please include your name and a contact telephone number) to (01904 655202 ) or visiting Alternatively, please contact or visit

If you cannot attend and would like further information about Inheritance Tax Planning and the possible solutions, please contact (01904 655202) or (07950 205733).