Bracknell workshop seminar - Tuesday 28 April 2020

  • Tuesday 28 April 2020 at 10am - 1.30pm
  • Bracknell

Register for the event

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We will be holding four workshops at our Bracknell office on Tuesday 28 April. You will be able to listen to our experts discuss different topics in depth and ask any questions you may have. You can attend as many or as few of the sessions as you like.

Lunch will be served after the last session finishes at 1pm.

The sessions

Tax-efficient financial planning

10.00 - 10.45am

What we’ll look at
Using your allowances and tax benefits to your advantage; how to build tax-efficient income; the benefits of cashflow modelling in financial planning.

Speaker: Martin Holden

Pensions 2020: Beyond retirement income

10.45 - 11.30am

What we’ll look at
How current legislation has reinvigorated pensions advice, and some tips on how to maximise your wealth using your pensions.

Speaker: Malcolm Robinson

Estate planning – A smarter way to pass on wealth

11.30 - 12.15pm

What we’ll look at
The importance of making the most of your money, planning for later life and passing on your wealth.

Speaker: award-winning, Ian Dyall

Building an investment portfolio

12.15 - 1pm

What we’ll look at
How to build an investment portfolio for all market conditions, and the importance of rebalancing and fund selection.

Speaker: Ben Seager-Scott

How do I register for this seminar?

You can register using the form on this page. Once you've registered, you will be contacted by the events team to confirm which sessions you want to attend. If you have any questions, don’t hesitate to email tilney.events@tilney.co.uk.

Speakers

Paul Heslop

Paul Heslop

Host
Martin Holden

Martin Holden

Financial Planner - Partner
Malcolm Robinson

Malcolm Robinson

Financial Planner - Partner
Ian Dyall

Ian Dyall

Head of Estate Planning
Ben Seager-Scott

Ben Seager-Scott

Head of Multi-Asset funds

When

Tuesday 28 April 2020 at 10am - 1.30pm

Where

The Observatory, Western Road, Bracknell, RG12 1RF

Location

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