Later life planning event
Whether you are thinking about retirement or just about to enter it, this seminar is designed to help you plan for the future. Our friendly experts will talk you through topics such as equity release, estate planning, wills and more.
Date: 8th October 2019 at 17:30pm-19:30pm)
Venue: Property Information Centre 107 George Street Edinburgh EH2 3ES (Map)
About the event
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 a solicitor member firm to bring together experts who can equip you with the knowledge and tools to help you with your future financial planning. Click 'show more' to find out what speakers will be covering on the evening.
Kenneth Murphy 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 to make the most of your money and assets during retirement.
Lynn Gordon and David Allan 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.
Nicky Lloyd from ESPC Lettings will provide information on the buy-to-let and rental market as an option of investment for retirement.
A solicitor from one of our member firms 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 when you are welcome to talk to the experts and ask specific questions or concerns relating to your individual circumstances. Information packs will be available containing useful information about the topics covered and much more.
If you have any questions or can no longer attend the event please notify us by sending us an email to email@example.com
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.
Journalists and members of the press may be present at the ESPC Property Information Centre during this event, in order to film or interview members of the public. If you do not wish to be filmed or interviewed, please let journalists and a member of staff know so they can instruct the press not to film or take any pictures of you, or ask for an interview.
Pictures and videos may be taken at the events by a member of the ESPC team for future events promotion. If you would prefer not to be featured in the pictures or videos, please let a member of staff know on the day.