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. 

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"