You have a choice of seven webinars available, the details for each are outlined below:
Savings and investment (Basics)
This session will aim to help you to create a plan and build your savings.
- Creating a savings plan
- Building your savings
- Investments
- Tax efficiency
- Next steps
Savings and investments (Advanced)
This session will cover more in-depth information than the savings and investments (basic) webinar and will aim to help you understand investments and taxation.
- Investment asset classes
- Investment performance
- Investing in the stock market
- Taxation
- Next steps
Estate planning (Basics)
Join us for the first session in our Estate Planning seminar series, designed to introduce the key principles of planning ahead and protecting what matters most.
- Estate planning overview
- Inheritance tax
- Pension considerations
- Powers of attorney
Estate planning (Advanced)
In the second session, we will build on the foundations covered in Part 1 and explore more detailed estate planning strategies.
- Inheritance tax planning in practice
- Nil rate bands
- Lifetime gifting
- Pension considerations
- Intestacy rules
- The importance of having a valid Will in place.
Understanding mortgages
Providing you with information on buying a home in this current climate and things to consider.
- The current mortgage rate climate
- Buying a home
- Creating a plan
- Applying for a mortgage or remortgaging
- Mortgage mechanics
Understanding your financial personality
This session will identify your financial personality; are you a spender, a saver, or something else?
- What is your financial personality?
- Tips for the debtor
- Tips for the saver
- Tips for the investor
- Tips for the big spender
- Tips for the shopper
Budgeting, borrowing and debt management
This session will enable you manage your debt and understand borrowing and budgeting.
- Budgeting
- Creating an emergency fund
- Improving your financial footprint
- Managing debt
- Company benefits
- Next steps
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.
