Event Date
January 26, 2024
Event Cost
£130.00
Event Time
10:00 - 15:30
Location
The Royal Scots Club
EH3 6QE
To register for the waiting list, please email Info@scis.org.uk
Cancellation and refund policy
- Cancellations must be advised by email 5 working days prior to the event.
- A refund will not be granted if a registrant fails to attend or cancels within 5 working days prior to the event.
- We welcome substitute delegates attending in your place at no additional cost.
- Cancellations for residential courses must be advised 6 weeks prior to the event.
Event Description
We are delighted to host an event for teaching colleagues nearing retirement within the next 12- 18 months.
The session will cover the following: -
Pensions: 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
**Places are limited, hence please register as soon as possible to secure your space. **