Financial planning isn’t just about putting your money where it will get the best return, nor is it just about buying products like a pension or an ISA (Individual Savings Account) - it is an ongoing process to help you manage your finances to achieve goals in life.
Whether you want to be sure of a comfortable retirement at an age of your choosing, travel the world, help your children with the cost of university, or simply make sure your family would be safe and secure in the event of unfortunate circumstances, you should plan your finances carefully now, and as we approach a new tax year on 6 April.
Our independent, wealth management team provide expert, tailored and professional advice to help grow and protect your wealth. Join Mark Parkinson, CEO, and Steve Tennant, COO, for an overview of Azets Wealth Management as they share top tips on how to manage your personal and business wealth.
We will cover:
• Making the most of your pension
• Maximising tax efficiency
• Reviewing your financial plan
• The rising trend of employee benefits
• Next generation financial planning
To register, please complete the form below:
Details & Registration
Date
9 March
Location
Azets
Wynyard Park House
Wynyard Avenue
Wynyard
TS22 5TB
Format and timings
08:30 Start
10:00 Finish
Please ensure you register your interest early.
If you have any questions regarding this event, please speak to your usual Azets contact or email hannah.burns@azets.co.uk
Events programme
We regularly host events to keep you up to date with any new legislation and explain how it impacts on your business, so you can react quickly and adjust your business plans if needed to maintain a competitive edge. The events also cover what you may need to consider to support your growth and strategic objectives. Please view our upcoming events programme by clicking here.
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