Nearest and dearest - Equilibrium

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    Nearest and dearest

    • Friday 28 June, 2024
    • 09:30 – 11:30
    • Equilibrium Financial Planning, Epsom Avenue, Handforth, Wilmslow SK9 3DF
    Book your place
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    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.

     

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    Itinerary

    9.30am: Arrival, food and drink

    10.00am: Masterclass

    11.30am: 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

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    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.

    Location

    Equilibrium Financial Planning, Epsom Avenue, Handforth, Wilmslow SK9 3DF
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    Book your place at the Nearest and dearest masterclass via the button below

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