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Preparing for Retirement Workshop

Preparing for Retirement

FREE OF CHARGE

Description

True Bearing Chartered will be on-site informing staff on how to effectively plan for their retirement.

Tuesday 21st November 2017, JD13, 9:00-14:30

 

Detailed Description

If you are planning to retire in the coming years, this practical and interactive session will provide great insight to ensure you are on the right course.

The programme includes:

 

Theme of Retirement

  • Benefits of retirement
  • Planning for retirement – key aspects
  • Leisure & managing change
  • Healthy living

 

State Benefits Overview

  • What benefits are available
  • How to claim them

 

Financial Planning

  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax 
  • Discretionary Will Trusts

This invitation is also extended to partners, therefore booking is essential to secure a place and avoid disappointment.

Tea, coffee and a buffet lunch will be provided.

 

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