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Personal Financial Planning Community

Masterclass: Planning for a successful retirement

Author: Personal Financial Planning Community

Published: 23 Jun 2021

The aim of this masterclass is to help you achieve the very most from your planning to ensure an enriched and sustainable retirement, as well as financial security for you and your family in later years.

You can view the breakout rooms below:

Event Information

A common dilemma when planning for your future is balancing the life you live now with how you hope to be living in retirement. The aim of this masterclass is to help you achieve the very most from your planning to ensure an enriched and sustainable retirement, as well as financial security for you and your family in later years.

Topics covered include:

Key considerations when planning for your retirement

  • Common challenges faced and lifestyle considerations
  • When should you start planning and saving, and how?
  • Why investing is important: a case study of your retirement potential

Passing your wealth to the next generation

  • Benefits of gifting early when making your financial plans
  • Trade-offs between tax efficiency and control when making plans to mitigate inheritance tax
  • Structuring your gifting and drawdown strategies: a case study

In partnership with Netwealth

At Netwealth, we have extensive experience helping finance professionals to plan and manage their personal finances, and those of their family. We are an established partner of leading industry body ICAEW, providing members with education, advice, and investment management services.

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