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Simply click on any of the seminar titles below to book yourself onto one of our seminars.
Start thinking about your financial future – this seminar is all about putting plans in place early on in your career to make sure your finances move in the right direction.
Understand your finances and plan for the future – if you’re in the midst of your career, this seminar helps you to make sure your finances are on course to meet your long term objectives and expectations.
Planning for your retirement– if you’re close to retiring, this seminar helps you think about retirement planning to ensure your finances are on track to meet your retirement goals.
Estate planning – this seminar offers you a better understanding on inheritance tax and estate planning and some of the tax implications.
Savings and investments – this seminar offers a high level introduction to savings and investing and how they can help you to achieve your personal financial goals.
Pension tax limits – this seminar will help you understand the Annual Allowance and pension tax limits, how these can impact you and the additional tax charge you might have to pay.
Supporting you and your family – we offer two seminars, one for those going on parental leave and one for those returning from parental leave. They help you understand some of the financial implications to consider when starting a family.
Should you have any queries about a seminar, please contact us.