This seminar is for you if you are planning for the future and are thinking about retirement or just entering it. Our experts will talk you through equity release, estate planning, wills and more.

Date: 25th October 2018 at 17:30pm-19:30pm)

Venue: Property Information Centre 107 George Street Edinburgh EH2 3ES (Map)

Later life planning event 887 x 300-min

About the event

***Dates for our 2019 events coming soon*** 

We know how important it is to plan for the future at any stage of life. For this reason, we have joined forces with St. James's Place Wealth Management, Scottish Building Society and Lindsays to bring together the experts and equip you with the knowledge and tools that will put you in an informed position.

Register your place


David Wilkinson from St James's Place Wealth Management will cover topics such as income from an annuity, investment ISAs, tax planning, non-pension assets and cashflow modelling which will help you understand how your money could work best for you during retirement.

Alex Moffat from the Scottish Building Society will discuss equity release and lending into retirement to make sure that you are in a clear position when planning for the future.

Clare McCarroll from Lindsays will provide information on wills and estate planning including powers of attorney, trusts, tax planning, guardianship and care fees to ensure that you are aware of the available options when it comes to thinking about yourself or a family member.

After the speakers

The presentations will be followed by a Q&A session and then you are welcome to talk to the experts who can answer any specific questions or concerns relating to your individual circumstances. Please also collect one of our information packs which contain useful information about the covered topics and much more.

If you have any questions or can no longer attend the event please notify us by sending us an email to

Nothing presented at this event constitutes an offer or solicitation of financial product advice and it is not intended to constitute provision of investment, legal, tax, or other professional or financial advice. The content of the event should not be relied upon for the making of any personal financial and investment decisions. Persons accessing this information are strongly encouraged to obtain appropriate professional advice before making any investment or financial decision.