Client Area

Wealth Management Workshop

Informed Financial Planning invites you to an exclusive event, designed for professionals to experience firsthand what their clients will receive.

Why attend?

As Independent Financial Advisers, we know the common questions that arise when it comes to 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 feel confident in recommending your client to us, for support with their financial future.

Whether your clients are looking to spend more time with their family, enjoy extended holidays, or embrace a quiet retirement, we can help them look to the future with confidence.

Event Details

Date: Thursday 10th July 2025

Time: 12:00 – 15:30

Venue: The Beverley Arms Hotel, 25 N Bar within, Beverley, HU17 8DD

Speakers: Joe Sanders BA (Hons) FPFS, and Charlie Hewson APFS.

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 (15 min): The current economy. Topics Include:

  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.

12:45 – Session 2 (30 min): Protecting your wealth & leaving a legacy. Topics include:

  1. Strategies to protect your client’s estate from the impact of Inheritance Tax.
  2. Tax-efficient gifting options.
  3. Benefits and application of trusts.
  4. Managing your client’s estate while retaining control.

13:15 – Complimentary Lunch (45 min)

14:00 – Session 3 (45 min): Ensuring your investments are working for you. Topics include:

  1. Different types of investment and their uses.
  2. Understanding investment risk and how it is controlled to suit your client’s preference.
  3. The impact of fiscal policy changes while managing investment income and growth.
  4. Exploring alternative investment structures and their potential benefit.
  5. The drawbacks of DIY Investments.

14:45 – Session 4 (45 min): Achieving the retirement you deserve. Topics include:

  1. Overview of pensions and how these can be used for retirement income.
  2. Structuring retirement income based on your client’s 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 your clients the confidence to spend now.
  5. Utilising Cashflow planning for retirement planning.
  6. 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.

Complimentary lunch

It wouldn’t be an IFP event without food provided! We will be offering a complimentary lunch to break up the day, and keep you fuelled. You are welcome to select anything from the menu to the left. Please input your preference into the RSVP form below.

Can’t see the menu? Head to the link below to view the PDF!

https://bit.ly/IFP-WMW-menu 

RSVP

Please let us know if you can join us!
Simply fill out the RSVP form linked below:
Wealth Management Workshop - July 2025