Educational events

1825’s educational events are designed to uncover the options available to you when dealing with specific financial concerns. The events cover a wide-range of topics across the UK; including retirement, estate planning and tax efficiency.

The value of your investments can go down as well as up and you may get back less than you paid in. Laws and tax rules may change in the future. Your own circumstances also have an impact on tax treatment.

As a result of COVID-19, face to face sessions have been put on hold.

While we are unable to deliver these sessions face-to-face, you can either sign up to attend an upcoming webinar on pensions and savings - or watch recorded webinars on approaching retirement, estate planning and wills and mortgages and protection:

  • Ricky Pascual is hosting a session on pensions and savings on November 25 at 10 am. Scroll down to the Saving for your future (pensions and ISAs) section to sign-up. On the day of the webinar please make sure you access BrightTALK through Google Chrome as it will not work on Internet Explorer.

We’ll continue to add new event details to this page once they have been confirmed.

 

Here are the range of topics that our events will usually cover:

 

Approaching retirement

Whether it’s now or in a few years’ time, it’s important to think about how you will fund your retirement.

If you plan to retire soon, watch this webinar between Ricky Pascual (1825 Financial Planning) and Laura Keddie (Standard Life Assurance Limited) to find out more.

Throughout the webinar they discuss what your options could be for your retirement income by looking at the different ways you can access your savings including your pension. They will also talk through case studies to show you how you could get the most out of your pension for a retirement suited to you.

There is a Q&A section at the end of the webinar where you will get to see what type of questions customers are asking during this unsettling period, meaning you could hear one which resonates with your current situation.

Watch the approaching retirement webinar


 

Estate planning and wills

Helping you understand how you can protect those you care about and pass on as much as possible. This session will cover wills, powers of attorney, trusts, tax compliance and tax efficiency to help minimise the impact of income tax, capital gains tax and inheritance tax.

Shona Lowe recently hosted a seminar which covered wills, power of attorney and estate planning. In case you missed it you can now watch the recording, please use Google Chrome for the link to work.

Watch the estate planning and wills webinar


 

Pension planning and tax efficient investing

Sharing what the Annual and Lifetime Allowance could mean for you and the options available if you are affected.
These sessions also cover the importance of a multi-product investment strategy and the benefits of taking a holistic approach to planning your financial future particularly if you are affected by either Allowance.


 

Mortgages and protection

Aimed at existing homeowners who in the next 6 months are considering a move or considering purchasing an additional property (residential or to let out) in the coming six months or whose existing mortgage rate is coming to an end or whose existing mortgage would benefit from a review, this session will cover the options available for both mortgages and the protection products that sit alongside them.

Please note, if the repayments are not kept up on your mortgage your home may be repossessed.

Gwen Rawlingson recently hosted mortgages and protection webinar. In case you missed it you can now watch the recording, please use Google Chrome for the link to work.

Watch the mortgages and protection webinar


 

Savings for your future (Pensions and ISAs)

This session will cover the benefits of using an Individual Savings account (ISA) alongside your pensions to help you live the life you want in retirement; including understanding pension and ISA limits, an introduction to a multi-product investment strategy and considerations when investing for the short and long term.

 

Sign up here to attend Ricky Pascual’s session on November 25 at 10 am. The webinar will last around 60 minutes but has been set up for 90 minutes to allow additional time. You'll need to login or register in advance if you've not used BrightTALK before. You can listen to the webinar on your laptop, tablet or mobile. Please use the BrightTALK option to add the webinar details to your outlook calendar.

 

1825 - financial planning from Standard Life - stacked logo

© 2020 Website provided by 1825

Website provider details