LET CWJ HELP YOUR VALUED EMPLOYEES PREPARE FOR RETIREMENT
Your employees will have served you well over the years. Reward those approaching retirement by providing a structured seminar to help them plan effectively for the future and make the most of this life-changing experience.
Our full-day events are designed for people nearing retirement from their regular employment or occupation and provide invaluable financial and legal information to allay many of their anxieties.
Ian Vincent, an independent financial advisor and director of Valiant Financial Consultants Ltd, will lead the discussion on
Investments and Taxation
• Turning pensions into income
• Phased retirement and drawdown
• Annuities
• Investing for income
• Making the most of tax allowances
• Mitigating Inheritance Tax and use of trusts and life assurance
• Long term care plans
• Equity release
and Jeremy Groeger-Wilson, a Solicitor and Partner with Clarkson Wright & Jakes and a broad experience of pre-retirement seminars, will advise on
Wills and protecting your assets
• The importance of a properly drawn Will
• The issues to be considered when preparing a Will
• Inheritance Tax
• The use of Discretionary trust Wills in saving inheritance tax
• Community care issues and protecting your assets
• Lasting Powers of Attorney
If you are situated in South East London or West Kent there will be no charge for the seminars. We can either come to your offices or we can arrange for your staff to attend our offices in Orpington for groups of 40 and under.
If you are situated outside South East London or West Kent there will be a fixed fee charge of £600 for seminars delivered at your offices. Alternatively your employees can spend a day at our Orpington offices at a cost of £40 per person including lunch.
Partners of retirees are most welcome but to promote an informal atmosphere and encourage group discussion we recommend numbers be limited to 20.
An accolade from Orpington College:
"Jeremy and his colleague Ian from Clarkson Wright & Jakes gave an excellent retirement seminar to about 50 staff at Orpington College. It was obviously presented and was tailor-made to the needs of the audience. We anticipate making this an annual event and the feedback from staff has been very positive"
For further information, please contact Lynn Oliver at:
Clarkson Wright & Jakes
Valiant House,12 Knoll Rise, Orpington, Kent, BR6 0PG
Tel: 01689 887887 Fax: 01689 887888
e-mail:
