Planning for your future webinars

Published by Daniel Grainge on 15 October 2020

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There is no doubt that 2020 has been an unprecedented year for every one of us. The challenge has resulted in many people reflecting on their personal circumstances and their plans for the future.

In September, we carried out a nationwide survey to ask individuals about their personal finances, wealth aspirations, attitude to risk, investments, priorities for retirement (including longer term planning) and what threatens their financial security the most.

The survey has now closed, with an excellent result of more than 1,000 responses. Our private client tax, legal and financial planning teams are now analysing the data and will shortly be producing a report based on the survey results. We will also be hosting a series of Planning for your future webinars on Thursday 26 November.

We will share a copy of the report with you when published. In the meantime, if you would like to register your interest in attending either or both of the webinars, please register below.

Planning for your future – accumulating wealth webinar

Topics covered include:

• Effectively selecting and managing investments
• Planning ahead of retirement using pensions
• Planning your finances for your future
• Building a business
• Inheritance tax planning
• Considerations to plan now for later life – Wills, power of attorney, trusts

There will also be a Q&A session where you can ask the panel for their insight.

Planning for your future – distributing wealth webinar

Topics covered include:

• Managing investments and assets
• Exiting a business
• Preparing pensions for retirement and taking benefits
• Preparing your finances for your family’s future
• Inheritance tax planning
• Wills, power of attorney, trusts and probate

There will also be a Q&A session where you can ask the panel for their insight.

We will be hosting these webinars on Go To Webinar which is a third party webinar provider. On registering, you are asked to enter your name and email address in order for us to communicate with you about the webinar. Their privacy policy is also available to view when registering.

‘Planning for your future’ is a campaign brought to you by the combined services of Kreston Reeves LLP, Kreston Reeves Financial Planning Limited and Kreston Reeves Private Client LLP, who will communicate with you further.

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