Cardiff May 2026 Meeting 

The Estate Planners Secrets - How to protect the assets you have worked hard for - John Ireland 

John started Legacy Wills over twenty years ago with the aim of helping those who have worked hard to create wealth, even if most of that wealth is in their home. 

At this month's pin meeting, John's talk will help you to understand the pitfalls of writing a Will, why it’s not always a good idea to use a solicitor and why leaving business shares to your spouse or partner can be the wrong thing to do. 

John will also show you how to ensure that the wealth people create can be protected as fully as possible now and for generations to come.

By using a tried & tested combination of Wills, Trusts and Powers of Attorney - our homes, savings, investments, life assurance, pension plans & death-in-service benefits can be protected.

ALSO...One Deal, Multiple Assets: Turning Property into Cashflow Machines - Lee Roblin 

Lee Roblin is a Swansea-based property investor and operator working across hotels, temporary accommodation, and children’s residential care. With no formal qualifications and a background in construction, Lee focuses on structuring deals that create multiple saleable income streams from a single asset, combining property ownership with trading businesses to maximise return on time and capital.

During Lee's presentation you will learn:

• How to structure property deals that generate multiple income streams from one asset
• The difference between property ROI and trading business ROI — and how to balance both
• Real examples of vendor finance, lease structures and embedded upside
• How to identify assets that can be repositioned into higher-yield regulated sectors