Educational events

1825’s educational events are designed to cover the options available to you when dealing with specific financial matters. The events cover a wide-range of topics; including retirement, investment, 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.

You can sign up to attend our upcoming webinars in 2021:

While we are unable to deliver these sessions face-to-face, you can sign up to attend our upcoming webinars in 2021:

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:

 

Introduction to financial planning

If you feel like you could be doing more to make your pension work for you and are interested in understanding how you might get into saving habits that suit you, this session is for you.

‘Pension freedoms’ were a collection of changes made in April 2015 to provide more flexibility around retirement options. They have completely changed the pension landscape. This session emphasises the importance of understanding these changes and helps make sense of the decisions you have ahead.

It’s also important to know what the differences are between pensions and other savings and how those ways of savings could work for you. ISAs in particular are designed to encourage additional saving. There are various types of ISAs that meet a range of needs, so it is important to know which one is best for you.

During the webinar you will hear about pensions and how they can be a great way to save for the future, why you should consider saving with an ISA and the potential benefits of doing so and the different ISA options so that you can identify which one could be right for you.

There will be opportunities for questions throughout and at the end of the session. You can also arrange a complementary 1:1 discussion with a financial planner from 1825 after the event to talk through how to apply that information to your personal circumstances.

 

Watch the introduction to financial planning webinar

 

Pension planning and tax efficient investing

If you’re already familiar with the benefits of a pension and already make use of other investment products, such as ISAs, but are looking to better understand how you can develop a tax efficient financial plan for the future, this session is for you. This session will make sense of how to use other investment wrappers whilst considering attitude to risk, diversification and the potential impact of the annual or lifetime allowance on your pension then this is the session for you.

It will recap the benefits of saving into a pension whilst looking at the other tax wrappers available to you once the annual and lifetime allowances become an issue whilst considering attitude to risk, diversification and the potential impact of the annual or lifetime allowance on your pension. Both the annual and lifetime allowances will be covered in detail to allow you to determine when and how they are likely to affect you. Case studies are included to demonstrate long-term tax efficient financial planning strategies using other investments wrappers.

There will be opportunities for questions throughout and at the end of the session. You also can arrange a complementary 1:1 discussion with a financial planner from 1825 after the event to talk through how to apply that information to your personal circumstances.

Recently we hosted a seminar which covered pension planning and tax efficient investing. In case you missed it you can now watch the recording. Please use Google Chrome for the link to work.

Sign up for our next Pension Planning and Tax Efficient Investing webinar at 10 am on 22 July 2021


 

Estate planning and wills

Estate planning is about maximising what you have to enjoy, protecting the people you care about and passing on as much as you can in the way you’d want. If you’d like to understand what more you can do to put an effective estate plan in place, this is the session for you.

Making sure you don’t pay more tax than you need whilst being tax compliant, having someone you trust to make decisions for you if you can’t for any reason, protecting assets whilst sharing them with loved ones and doing everything you can to pass on as much as you can all underpin that. We will cover inheritance tax, capital gains tax and income tax planning opportunities, powers of attorney, trusts, wills and pension/death in service nominations.

There will be an opportunity to raise questions throughout and for you to have a 1:1 conversation with an estate planning specialist from 1825 after the session if you’d like to discuss your circumstances in more detail.

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.

Sign up for our next Estate Planning and Wills webinar at 10 am on 16 August 2021


 

Saving for your future (Pensions and ISAs)

The session will summarise a range of savings options, how tax relief works on pension contributions, the different ways to think about protecting the plans you have in place and how to create options for the future.

It’s important to know what the differences are between pensions and other savings and how those ways of savings could work for you.

During the webinar you will hear about pensions and how they can be a great way to save for the future, why you should consider saving with an ISA and the potential benefits of doing so and the different ISA options so that you can identify which one could be right for you.

There will be opportunities for questions throughout and at the end of the session. You can also arrange a complementary 1:1 discussion with a financial planner from 1825 after the event to talk through how to apply that information to your personal circumstances.

Sign up for our next Saving for your future (Pensions and ISAs) webinar at 10 am on 9 September 2021


 

Approaching retirement

If you’re considering retiring within the next 5 years, this webinar, which is tailored to your work pension/benefits, will look at the lifestyle, investment and financial planning considerations both in the build up to and the period post retirement. It will cover pensions and also the other assets that you may have to help you understand how these can work together to deliver you a tax efficient and sustainable income in retirement.

There will be an opportunity to raise questions throughout and for you to have a 1:1 conversation with a retirement planning specialist from 1825 after the session if you’d like to discuss your circumstances in more detail.

Sign up for our next Approaching Retirement webinar at 10 am on 14 October 2021


 

Investment Insights

If you have a keen interest in understanding the latest trends in global economic data and markets, then this is the session for you.

This session will provide unique insights into what we can potentially expect from market movements, future economic forecasts, political activity and as the world continues to adjust to COVID-19.

There will be opportunities for questions throughout and at the end of the session. You also can arrange a complementary 1:1 discussion with a financial planner from 1825 after the event to talk through how to apply that information to your individual circumstances.

Sign up for our next Investment Insights webinar at 10 am on 25 November 2021


 

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