Arrival, food and drink – 30 mins
Masterclass – 1 hour
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.
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Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
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Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
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