At whatever age or stage of life you are at or whatever your finances, investing for the future is always beneficial, advises Clarke Nickin’s financial planners.
Clarke Nicklin Financial Planning Partner and IFA, Scott Herbert and Tax Partner Paul Draper are hosting a seminar to highlight the different investment options available throughout your own and your family’s life cycle.
“When considering how to invest, the best way is to formulate a bespoke plan designed specifically for you. There are many options, thousands, and although variety is a wonderful thing it can also lead to confusion”, says Scott.
The seminar will cover topics including:
Junior, Home buyer and Lifetime ISA’s
Cash ISA’s v Stocks & shares
Income or growth? Or both?
Deposit & Savings accounts
Bonds
Unit trusts
Flexibility, access & Capital income
Inheritance Tax planning
Passing wealth to the next generation
How a saving/investment strategy adapts though your life
Attendees will have the knowledge to make sound decisions. Whether for your children’s future, when buying a house, if you’re an empty nester, selling your business or nearing retirement.
Date: Wednesday 22nd June 2016
Venue: Clarke Nicklin House, Brooks Drive, Cheadle Royal Business Park, SK8 3TD
Time: Arrival 8.00am for hot breakfast barms
Start: 8.30am
Q&A: 9.15am
Finish: 9.30am and a chance to speak to an advisor or network afterwards
To reserve a place email Julie Tunstall with your delegate name(s), company details and dietary requirements or call 0161 495 4700.