Wealth Management Workshop – Building & Protecting your Money

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.

Take a seat and help yourself to some complimentary refreshments. We will introduce Informed Financial Planning and our hosts.

  1. What to expect in an election year.
  2. Potential changes to investments and pensions.
  3. Economic trends and how they impact your financial strategy.
  1. Strategies to protect your estate from the impact of Inheritance Tax.
  2. Tax-efficient gifting options.
  3. Benefits and applications of trusts.
  4. Managing your estate while retaining control.
  1. Different types of investment and their uses.
  2. Understanding investment risk and how it’s controlled to suit your preferences.
  3. The impact of fiscal policy changes while managing investment income and growth.
  4. Exploring alternative investment structures and their potential benefits.
  5. The drawbacks of DIY investments.
  1. Overview of pensions and how these can be used for retirement income.
  2. Structuring retirement income based on your needs and unique circumstances.
  3. Investment strategies for a secure retirement, whilst ironing out potential risks.
  4. How a change in spending pattern can be adopted through retirement to give you the confidence to spend now.
  5. Utilising Cashflow Planning for retirement planning.
  6. Passing on pensions tax-efficiently.

Feel free to stick around for coffee and questions with one of 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 18th September 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.

Wealth Management Workshop - September 2024

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Exclusive Event: Wealth Management Workshop - Building & Protecting Your Money.
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