Event | Maximising your wealth for the future you want
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
Thursday 9 March 2023
Wynard Park House
08:30am – 10:00am