Nearest and dearest - Equilibrium

New enquiries: 0161 383 3335
Existing clients: 0161 486 2250

Get in touch
Ask us a question

    Nearest and dearest

    • Thursday 18 July, 2024
    • 18:00 – 20:00
    • Equilibrium Financial Planning, Epsom Avenue, Handforth, Wilmslow SK9 3DF
    Book your place
    nearest and dearest hero

    Nearest and dearest

    Whilst topics such as sex, religion and politics have made their way to the dinner table, money is still a taboo subject for us Brits.

    However, in these times of spiralling living costs and rising taxes, many families are having to make stressful financial decisions which could be prevented.

    In the UK, 92% of people rated “asking to borrow money” as the financial topic that makes them feel most uncomfortable (TotallyMoney). It’s no surprise, therefore, that it is often a lack of conversation that throws up barriers to supporting loved ones. We find time and time again that these barriers lead to poor outcomes for everyone involved and valuable opportunities being missed.

    Every family is different. However, our Nearest and dearest masterclass shares our experience from three decades of working with over a thousand families and explores how we and our clients have navigated common concerns such as spoiling children, giving too much too soon, treating everyone fairly and keeping wealth within the family.

    We will focus on how best to help financially with important life challenges such as childcare, mortgages, private education and university fees by ensuring you can get the right money to the right people, at the right time by having courageous conversations.

    Our expert financial planner will also present new ideas on how to turbocharge your gifting to reduce inheritance tax, protect your gifts against divorce, and create your own family principality.


    masterclass room



    6.00pm: Arrival, food and drink

    6.30pm: Masterclass

    8.00pm: Finish

    Reasons to attend

    • How to help your family when they need it most.
    • How differing values and attitudes can create barriers.
    • How to have courageous conversations with those closest to you.
    • How to ensure your legacy has the most powerful impact.

    Your friendly expert

    Speaker image

    Ben Rogers

    Chartered Financial Planner Ben believes the power of financial advice goes far beyond just investments and tax, and that, if done correctly, it has the power to transform lives. His passion for financial planning lies in providing clients with confidence and clarity around their finances that allows them to make better decisions for them and their family.


    Equilibrium Financial Planning, Epsom Avenue, Handforth, Wilmslow SK9 3DF
    View in Google Maps

    Book now

    Book your place at the Nearest and dearest masterclass via the button below

    Book your place
    09:30 – 11:00
    Equilibrium head office

    Cyber security

    In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

    nearest and dearest hero
    09:30 – 11:30
    Equilibrium head office

    Nearest and dearest

    Financial expert, Ben Rogers, explores ways to financially help loved ones with important life challenges by ensuring you can get the right money to the right people, at the right time by having courageous conversations.

    masterclass law in order hero Fully booked
    09:30 – 11:00
    Equilibrium head office

    Power of attorneys

    Part of our Law in order series, this morning of learning is with Chartered Client Manager, Jonathan Brusell, who will provide step-by-step guidance on how to create a power of attorney document yourself.

    rapid responsibility hero
    18:00 – 20:00
    Equilibrium head office

    Rapid responsibility

    Financial expert, Haydn Barlow, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

    Group 6 Created with Sketch.

    In order to get the best viewing experience of this website, we recommend downloading one of the browsers below: