Looking Forward to a new beginning

 

Effective Personal Financial Planning

Our financial awareness courses are designed to raise awareness of a wide range of common financial planning areas which are often neglected through ignorance. The agenda below is designed to help individuals understand how to make the most of their money by careful planning.

 

Course Objectives & Sample Agenda

·     To raise awareness of key financial planning issues and how to plan for them in the most tax        efficient and cost effective way. ·     To encourage personal responsibility for financial security. ·     To encourage greater confidence in financial matters through increased financial knowledge

Setting goals Identifying goals Prioritising Preparing for retirement starts now! A glimpse into the future Employer and state provision Shortfalls & bridging the gap Changes in pension legislation Protection in the event of death or ill health Employer and state provision Shortfalls & bridging the gap Are you paying too much? Tax relief

Mortgages Interest only & repayment options Changing face of mortgages Saving money and avoiding pitfalls Savings and investments Making the most of your income Regular saving Tax efficiency & suitability Arranging a will & power of attorney Options & estate planning opportunities Executor’s responsibilities Planning for the future Personal financial action plan Professional Advice