Looking to manage your wealth effectively?
Informed Financial Planning invites you to an exclusive event, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation. Spaces are limited.
Why attend?
As Independent Financial Advisers, we know the common questions that arise when it comes to your finances; How do I make my money work harder? When is the earliest I can retire? How do I arrange my finances more tax efficiently? How do I make sure my children will receive my money? Our event is designed to address these concerns and more.
Comprising of 4 educational sessions, we aim to provide you with the information and knowledge required to help you make informed decisions about your financial future.
Agenda
12:00 – Arrival & Introduction
Take a seat and help yourself to some complimentary refreshments. We will introduce Informed Financial Planning and our hosts.
12:30 – Session 1 (15m): The current economy. Topics include:
- What to expect in an election year.
- Potential changes to investments and pensions.
- Economic trends and how they impact your financial strategy.
12:45 – Session 2 (30m): Protecting your wealth & leaving a legacy. Topics include:
- Strategies to protect your estate from the impact of Inheritance Tax.
- Tax-efficient gifting options.
- Benefits and applications of trusts.
- Managing your estate while retaining control.
13:15 – Complimentary Lunch (45m)
14:00 – Session 3 (45m): Ensuring your investments are working for you. Topics include:
- Different types of investment and their uses.
- Understanding investment risk and how it’s controlled to suit your preferences.
- The impact of fiscal policy changes while managing investment income and growth.
- Exploring alternative investment structures and their potential benefits.
- The drawbacks of DIY investments.
14:45 – Session 4 (45m): Achieving the retirement you deserve. Topics include:
- Overview of pensions and how these can be used for retirement income.
- Structuring retirement income based on your needs and unique circumstances.
- Investment strategies for a secure retirement, whilst ironing out potential risks.
- How a change in spending pattern can be adopted through retirement to give you the confidence to spend now.
- Utilising Cashflow Planning for retirement planning.
- Passing on pensions tax-efficiently.
15:30 – Finish
Feel free to stick around for coffee and questions with one of our Financial Planners if required.
Who We Are
Established in 2004, Informed Financial Planning is an award-winning, independent firm of Chartered Financial Planners.
Based in Hessle, East Yorkshire, we proudly serve our local community by providing a broad range of personal and corporate financial planning services.
As we enter our 20th year in business, we’ve remained committed to being employee-owned, ensuring stability, longevity, and a genuine dedication to helping our clients achieve their financial goals.
Whether you are looking to spend more time with your family, enjoy extended holidays, or embrace a quiet retirement, we can help you look to the future with confidence.
Event Details
Date: Wednesday 12th February 2024
Time: 12:00 – 15:30
Venue: The Beverley Arms Hotel, 25 N Bar Within, Beverley HU17 8DD
Register Here:
Please note, this form allows booking for one space at a time. If more than one person wishes to attend, each individual must register separately.
