You have a choice of three sessions and can attend as many as you wish. The details for each are outlined below :
Savings and Investments
This session will help you reach your personal financial goals by giving you an introduction on how to make the most of your saving and investments. It will cover the different ways to save and invest and how tax allowances and inflation can have an impact on your savings.
- "Well presented session. Loads of useful information that made benefits more understandable."
- "Great presentation and detail. Really got thinking about investments."
- "Very useful information, thank you."
Estate Planning
This session is aimed to help you get your estate in order and understand associated tax implications, intestacy rules and important factors such as making gifts and setting up powers of attorney during your lifetime.
- "Very helpful, thank you."
- "Very insightful session."
- "Good session and have taken notes to follow up on."
Pension tax limits
This session will help you to understand the implications of the Pension tax limits explaining what these are and how they may affect you.
Who could be impacted?
- If your total taxable income from all sources is over £200,000
- If your taxable income is less than £200,000 and your annual pension contributions are likely to be close to £60,000
- If you could benefit from any unused annual allowances from the previous 3 tax years
- "Good session, content is well-explained."
- "Vital information...very good."
- "Great Informative session."
Please note: the seminars will provide information only and will not include or constitute financial advice. For more information about our services please click here.
