Tuesday 2nd May 2023 (7pm) - Free Webinar
Wesleyan specialise in providing financial support and advice to educational professionals within schools and colleges across the UK. We will be running a series of webinars, focusing on the importance of understanding the tax allowances available to you and how to make your money work harder through savings and investments. Our webinars are free to attend and will give you a greater understanding of what you currently have and the options available, giving you the confidence to make better decisions for your financial future. Want to know more about how to make the most of your tax allowances?
This webinar provides an outline and examples of how to maximise the various tax allowances that could influence you. This includes both pension taxation (Annual and Lifetime Allowances) and how it could affect Teachers’ Pension Scheme/Local Government Pension Scheme members, as well as inheritance tax and estate planning.
This session will cover key areas such as:
- An understanding of annual and lifetime allowance
- How Teachers’ Pension Scheme/Local Government Pension Scheme members might be affected
- What protections are available if I exceed my lifetime allowance and what are the potential charges?
- An overview of inheritance tax and how to value your estate
- Overview of trusts available
- How to identify if you could be in breach of allowances in the immediate or distant future
- How to make the most out of your allowances
We are here to help
The webinar will last around 1 hour, with plenty of opportunities to ask questions. You can then arrange a follow-up no obligation financial review with one of our Specialist Financial Advisers, should you wish to discuss your personal circumstances in more depth.
Please note: This event will close for bookings 24 hours before it is due to take place.
