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Planning and investing for your lifetime: Mastering wealth preservation

      

Date: Thursday 11th July

Time: 1pm – 2pm

Where: Online Only

Price: FREE for members only

We’re thrilled to announce our latest collaboration with Quilter Cheviot and Irwin Mitchell, bringing you a trio of exclusive events to guide you through the intricacies of financial planning.

Join Financial Planner Nadia Johnstone-Smith, Investment Director Tom Haydon, and Technical Specialist David Denton, as they unravel the complexities of financial planning, from first steps onto the property ladder to the art of wealth inheritance.

This particular session is targeted at members approaching retirement. Tackle the intricate aspects of financial planning as you look towards retirement and generational planning. We’ll discuss the implications of Lifetime Allowance abolition, how to efficiently access retirement benefits, and explore how to safeguard your financial legacy.

This is now an online session only.

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