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 sign up to attend our upcoming webinars in 2021:
- Market and investments insight at 10 am on February 23 2021.You can sign up here.
- Estate Planning and Wills at 10 am on March 30 2021. You can sign up here.
- Savings for your future at 10 am on April 27 2021. You can sign up here.
- Approaching Retirement at 10 am on 25 May 2021. You can sign up here.
- Market and investments insights at 10 am on 29 June 2021. You can sign up here.
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:
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.
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.
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.
Recently we hosted a seminar which covered pension planning and tax efficient investing. In case you missed it you can now the recording, please use Google Chrome for the link to work.
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.
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.
Ricky Pascual recently hosted a seminar on savings for your future. In case you missed it you can now watch the recording, please use Google Chrome for the link to work.