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Location

Moor Allerton Golf Club

Coal Road

Leeds

LS17 9NH

United Kingdom

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Refund Policy

Refund Policy

Refunds up to 7 days before event

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Event description

Description

Why you should attend

With increased access to pension pots because of pension freedoms, many people are making life changing decisions that can affect their income, lifestyle and health and well being for the rest of their lives.

We're living longer, healthier and have greater assets than previous generations. This gives us many more opportunities to maximise life as we age to 100+ but also more chances of becoming ruined.

Without a statutory retirement age, it can be challenging to navigate the transition periods in mid and later life and think through how you want to live for the next 30+ years.

Our team of experts will give you the knowledge you need to avoid ruin in retirement, by giving you sensible, real-world advice that will help you avoid the financial mistakes and lifestyle choices you could live to regret.

Who should attend

Business owners, professionals or those already retired; looking to make plans for pensions and later life plans and to keep hold of more of your money.

What you will receive

Objective and unbiased information from independent experts.

This full day seminar will help you learn about your money and the decisions that can lead to loss. You will leave with more of an understanding of how much of your retirement is at risk, how much is safe, how much is liquid and why. The seminar will show you the options you have to manage your money and what life in retirement really means.

Traditional financial seminars are topic-specific and are typically geared toward a certain product. Listening to friends and colleagues can be helpful but is often ill informed.

This seminar gives you clear, unbiased and up to date information and is the key to building a personal financial and life plan that meets your needs.

The Detail

Seminar topics

Income Taps in Retirement

  • How to use all your tax allowances and reduce your overall tax burden.
  • Why you should invest in different areas for income.
  • How capital gains tax can work for you.
  • Why offshore isn't just for the mega rich.

Planning the next stage of your life

  • Deciding how and when to retire.
  • Planning for key life changes and new chapters.
  • How to enjoy a happy and fulfilled longer life.
  • Managing the move from busy professional to life in retirement.
  • Ways to exit from your business.

Understand the real cost of Buy-To-Let investments

  • How to calculate your tax properly on a buy to let.
  • How to avoid common mistakes with expenses.
  • How to calculate the profit you will really earn from a buy to let.
  • How much tax you'll pay when taking your pension.

Financial Beliefs, Behaviours and Actions

  • How confirmation bias works to make you poorer.
  • How the professionals manage money.
  • The part emotions play in losing you money.
  • How to control your financial future.
  • How to tell if you are emotionally invested.
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Date and Time

Location

Moor Allerton Golf Club

Coal Road

Leeds

LS17 9NH

United Kingdom

View Map

Refund Policy

Refunds up to 7 days before event

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