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Financial Planning
Join us for one of our free, no-obligation seminars
What are they?
We hold regular seminars at selected locations across the UK.
The theme is "Building and preserving your wealth".
Our seminar presentation lasts about one to one and a half hours and our team provide a range of useful information to help you plan for your financial future, including:
- Information on Inheritance Tax Planing
- Information on Estate Planning
- Information on Investment Products
- Information on Tax Free Saving
Once the formal presentation is over, there is an opportunity to chat informally with our Financial Planing Managers, Branch Managers and a Representative from the Will Writing Company.
You can also arrange an appointment for a more in-depth discussion about your particular circumstances.
The seminars are usually held in a hotel and refreshments are provided before the seminar begins with a light buffet afterwards.
Where is the nearest seminar to me?
Click to find your nearest seminar.
How do I book?
If you would like to join us at a seminar, simply send us an email to seminar@leedsbuildingsociety.co.uk, including your name and address and the seminar you would like to attend. We’ll send more information nearer the time.