Venue: UEA, Norwich, UK

Start Date / Time: 15/06/2016 10:15 am

End Date / Time: 15/06/2016 12:30 pm

Member Rate: Free

Non-Member Rate: Free

Book Now

…….Now plan for a great one.

Anyone approaching retirement will be forgiven for feeling a little uncertain – the last few years have seen a breathtaking number of changes.

The session will be of interest to people nearing retirement or recently retired.

We will be looking at:

  • How much capital is needed
  • Generating secure income in a low inflation/low return environment
  • Managing portfolios in volatile markets
  • The effects of changes to pension legislation on tax planning
  • EIS/SEIS & VCTs and their place in the retirement income mix

We will be looking at the nature of the new risks (and the old ones!) and discussing how these can be managed tax-efficiently in a manner that delivers the returns we need to support us during our retirement.

The Masterclass will last around two hours with questions and discussion.

Wednesday 15th June 2016

The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

8.15 for 8.30 & 12.15 for 12.30

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Action for Children

Venue: UEA, Norwich, UK

Start Date / Time: 15/06/2016 10:15 am

End Date / Time: 15/06/2016 12:30 pm

Member Rate: Free

Non-Member Rate: Free

Book Now

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