Planning for your future webinars

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.

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

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