EVENTS

Retirement & Tax Planning: Webinar

  • Date: 16 Jul 2020
  • Time: 10:30 - 11:15
  • Venue: Webinar, Hosted via Microsoft Teams, Join from any location, Use the form below to register

Pursuing a new hobby. Travelling the world. Or simply spending more time with your family and friends. Retirement is about doing the things you’ve always wanted to do. What’s clear is we all want something different from retirement. Well in advance of your last day of work, you’ll want to know your retirement is well funded, so it’s essential to plan ahead.

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Ensuring that you take full advantage of your retirement now is more important than ever, this is why we are now hosting this event as a webinar. Please join to hear from our tax, financial planning and investment experts on how best to plan your retirement with confidence and optimism.

Who should attend?

For those who are looking ahead to ensure their financial future is secure.

 

Agenda

Speaker

Planning for retirement; A new chapter
  • How to plan with certainty in an uncertain world
  • Enjoying retirement from day one
  • Choosing how to take your pensions
Leigh Cecil APFS Chartered Financial Planner Smith & Williamson Financial Services Ltd

Inheritance tax

  • Why should you care?
  • How much will you pay?
  • How you can reduce this
Louise Somerset Partner, Private Client Tax Services, Smith & Williamson LLP

The investment outlook​

  • Investment considerations for retirement
Louise Thornhill Partner, Investment Management, Smith & Williamson Investment Management LLP

 

 

Register your interest

 

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