A Guide to Financial Planning – Brunch Seminar

2 minutes to read
Whether your retirement is a speck on the horizon, just around the corner or something you’re already settling into, planning for your post-work years will make a world of difference to your long-term financial security – not to mention your peace of mind and that of your family.

We all have different objectives and requirements so our pensions, and other investments, will need to be organised to ensure we can achieve them as well as cater for any unexpected problems. Many of us also have a desire to provide financial help for later generations both during our lifetimes and on death. Planning the way this can be achieved without incurring substantial inheritance tax charges inevitably becomes more important as we get older.

Join us for our complementary brunch seminar where you will be given an introduction to:

  • Pension planning
  • Making the most of an existing pension
  • Up-to-date pension rules and how they could impact on you
  • Estate planning, including inheritance tax planning
  • Business exit strategies

With a myriad of pension and other investment options available, as well as taxation and pension rules to be aware of, figuring out how to make the most of your wealth can be a delicate balancing act. This is where we can help.

Delivering the seminar will be Will Sallis, a pensions specialist with over 15 years’ experience in the financial planning industry, and David Adams, tax partner at Newby Castleman LLP.

The event will be hosted by Newby Castleman Wealth Management at Devonshire Place, 78 London Road, Leicester LE2 0RA on Monday 4th November, 10am to 12noon. Refreshments will be included. Car park access can be found on Prebend Street.

Please contact Nicola to register your attendance via email: nlc@newbyc.co.uk or phone on 0116 254 9262. Could you also let us know of any dietary requirements.

For further information, please call our Leicester branch on 0116 254 9262 or our Loughborough branch on 01509 263500.