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Course Date

March 13, 2018

Course Cost


Coffee & Registration from 10.00 am. Includes lunch.

Course Time

10:30 - 15:30


The Edinburgh Academy

42 Henderson Row

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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.

Course Description

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.

Legal issues

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**

Lead Delegate

For non members, please complete the name and address of your school for invoicing, or personal address if self-funding. Self-funding applicants are required to pay in advance. Non members will be invoiced before attending a course.

Once submitted a confirmation email will be sent to your email address. If you do not receive a confirmation please email

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