LET CWJ HELP YOUR VALUED EMPLOYEES PREPARE FOR RETIREMENT
Our free seminars are held on 2nd Thursday of every month at our offices in Orpington from 4pm - 5.30pm.
We offer a seminar designed for people nearing retirement from their regular employment or occupation and for those planning ahead. The seminars provide invaluable financial and legal information to allay many of their anxieties.
The seminar will cover:
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
Investments and Taxation
- Phased retirement and drawdown
- Turning pensions into income
- 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
Partners of retirees are most welcome.
For further information or to book online click here or contact Amy Hickman on 01689 887827 or email amy.hickman@cwj.co.uk
Bespoke seminars:
We can hold bespoke pre-retirement seminars at your offices, please contact Jeremy Wilson to discuss.
An accolade from Orpington College:
"Jeremy 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"
