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Pensions & inheritance tax seminar

A Free In-Person Seminar on Pensions & Inheritance Tax Planning — East Kilbride

This seminar goes deep on two things: making the most of the pension you've already built, and the inheritance tax strategies that make a real difference. If you're at a point in life where these questions matter, this event has the answers.

Places are limited. Fill out the form to secure your spot at The Torrance, East Kilbride on Tuesday 27 October 2026.

The Torrance, 135 Main Street, East Kilbride, Glasgow, G74 4LN
· Tuesday 27 October 2026

What We'll Cover:

✓ When you can actually afford to retire — and how to know you'll have enough
✓ How to make the most of the pension you've already built
✓ What actually forms your estate — including the assets people are surprised to find in it
✓ How your pension is treated for inheritance tax — and what changes from April 2027
✓ Whether your estate is exposed — and roughly by how much
✓ What the bill really costs a family in practice (and why it's due before probate)
✓ The four mistakes that cost families the most — including one that's very easy to make with the family home

Who It's For

You're approaching or already in retirement. You own property, or a business, or both — and you want your pension and your estate working as hard as they can for you and your family.

You've assumed everything passes to your spouse and you're therefore fine.

Your home has risen substantially in value since you bought it

You want your children and grandchildren to receive your money rather than HMRC

Your total estate — property, savings, pensions, investments, life cover — is likely over £325,000, or £650,000 as a couple

Who It's Probably Not For

We keep these sessions focused. That's the point — it's why the people who attend get so much from them.

Your estate is comfortably under the threshold and you own no property

Anyone who wants a quick answer rather than a proper explanation

You're looking for the cheapest option

You'd rather be emailed a form than have a conversation

Your Speaker

Scott Ewart DipFA

Financial Adviser, Sterling Wealth

Scott is a Financial Adviser at Sterling Wealth, where he's spent years helping families across East Kilbride and the surrounding areas plan their retirement, maximise their pensions and reduce inheritance tax.

He's advised on estates and pension arrangements of every shape — from straightforward planning to complex trust and inheritance tax work — and has seen first-hand what happens to the families who plan and the families who don't.

He'll explain it the way he does with clients: in plain English, with no jargon and no sales pitch.

A Free In-Person Seminar on Pensions & Inheritance Tax Planning — East Kilbride

What We'll Cover:

Who It's For

Who It's Probably Not For

Your Speaker

Scott Ewart DipFA

Frequently Asked Questions

Our mission is to help individuals and families build lasting security through clarity, integrity, and expert financial guidance.

A Free In-Person Seminar on Pensions & Inheritance Tax Planning — East Kilbride

What We'll Cover:

Who It's For

Who It's Probably Not For

Your Speaker

Scott Ewart DipFA

Frequently Asked Questions

Will I be sold anything on the night?

Is it really free?

How do I attend?

I don't think my estate is big enough for inheritance tax.

Our mission is to help individuals and families build lasting security through clarity, integrity, and expert financial guidance.