Our annual client seminar

Published: October 2026

Yesterday, we held our annual client seminar.  This year, we co-hosted the event with CKLG Accountants & Chartered Tax Advisers at the lovely Millennium Suite at Rowley Mile Racecourse in Newmarket.

The parade ring, as seen from the Millennium Grandstand, Rowley Mile Racecourse

The main topic, “Inheritance Tax: Planning for the Future”, generated a great deal of interest among attendees.

Adrian Atkinson opened the event by welcoming both MM Wealth and CKLG clients.  Aniketa Khushu from CKLG provided an inheritance tax update, followed by an economic update from our guest speaker, Felicity Main from Vanguard.  Our very own Dave Worrall, then spoke about financial planning for the future.  The afternoon concluded with a Q&A session fielded by Katie Holmes from CKLG, afternoon tea and a short tour and talk about the racecourse from Alan Medlock, who has extensive knowledge of the history of racing in Newmarket.

This was the first time we had held the seminar at the racecourse, as we needed a larger venue to accommodate the number of attendees.  We have received positive feedback from clients, who found the topic of Inheritance Tax engaging and asked a wide range of questions as a result.  It is always great to see so many clients interested in a topic and to have the opportunity to share knowledge with them.

If you would like to talk to one of our Chartered Financial Planners, please contact us on 01223 233331 or email info@mmwealth.co.uk.

Disclaimer

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The information in this article is not intended as an offer or solicitation to buy or sell securities or any other investment, nor does it constitute a personal recommendation.

The Financial Conduct Authority does not regulate estate planning and tax planning.

The information contained within this blog is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing.  Levels, bases and reliefs from taxation may be subject to change.