March 13, 2018
10:30 - 15:30
The Edinburgh Academy
Cancellation and refund policy
- Cancellations must be advised in writing/email 6 days prior to the event.
- We welcome substitute delegates attending in your place at no additional cost.
- A refund will not be granted if a registrant fails to attend or cancels within 6 days prior to the event.
- For residential courses cancellation must be advised 28 days prior to the event.
This seminar is geared for staff who are nearing retirement within the next 1 – 3 years. (The Legal & Financial Planning at the mid career point is for younger staff who have most to gain from early planning for retirement. )
The seminar will cover:-
General framework and personal planning.
Money management & personal taxation
Budgeting. Commutation. Redeeming loans. Mortgages & savings. Inflation. Use of income and capital. Income tax, Capital Gains tax and Inheritance Tax. Basic tax saving tips.
Arranging a will. Deed of variation. Continuing power of attorney. Long Term Care.
Investing in retirement
Investment principles. Investing for income and/or growth. Understanding & reducing investment risk. Portfolio planning
**Please register as soon as possible and by Friday 2 March at the latest**