Arrival, food and drink – 30 mins
Masterclass – 1 hour 15 mins
Finish
Right People, Right Money, Right Time
While topics such as sex, religion, and politics are now common discussions at the dinner table, money remains a taboo subject for many Britons.
In the UK, 92% of individuals find “asking to borrow money” the most uncomfortable financial topic (TotallyMoney). This lack of conversation often creates barriers to supporting loved ones.
In our three decades of working with over a thousand families, we have seen that these barriers lead to poor outcomes and missed opportunities which could have been prevented by having an open and honest conversation.
In this masterclass, you will hear stories and solutions which address common concerns such as spoiling children, giving too much too soon, treating everyone fairly, and retaining wealth within the family.
Addressing key financial friction points – including childcare, mortgages, and retirement planning – to ensure your money reaches the right people at the right time.
You will also discover how to turbocharge your gifting by leveraging the tax man, and, in some cases, achieving 100% tax relief on your gifting strategies!
Ben Rogers
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.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
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.
Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.