Keep Your Wealth Burning Bright

How to make the most of your investments and property wealth in retirement and beyond. Join us for an informal afternoon exploring how your investments, property wealth and estate planning can work together in retirement and beyond. Retirement planning is about much more than pensions. For many people, their home and wider property wealth form a significant part of their overall financial position, whilst good estate planning can help ensure their affairs are structured appropriately for themselves and their families. This relaxed and informative event brings together specialists in financial planning, estate planning and later life finance to discuss some of the key issues worth considering as you approach or enjoy retirement. We’ll explore pensions and investments, Inheritance Tax considerations, Wills and Lasting Powers of Attorney, and the different ways property wealth and Equity Release can form part of wider retirement planning. There will also be an opportunity to ask questions and speak informally with the speakers over tea and cake. The event is free to attend, but places are limited, so advance registration is required. During the afternoon we'll look at: • Pensions, investments and planning for retirement • Inheritance Tax considerations • Wills and Lasting Powers of Attorney • Making use of property wealth in retirement • Later Life Finance, including Equity Release • Bringing financial, property and estate planning together • Questions and discussion with our speakers