man raising yacht sail

Financial planning for partners of professional practices

Location: Reading
Start Date:

06/11/2019 17:30

End Date:

06/11/2019 19:00

Services: Private Clients, Financial Planning
man raising yacht sail

Phil Smithyes and Mark Stemp will highlight the importance of having a financial plan and help time precious partners to bring clarity and purpose to their financial planning and tax considerations, irrespective of what stage they are at in life's journey. 

What we will cover

  • The importance of having a financial plan.
  • The importance of protecting you and your loved ones in the event of death or serious illness.
  • Having access to savings in the event of emergency.
  • The key stages of life’s journey and how to plan for these.
  • Increasing life expectancy and the impact this has on our planning.
  • Starting and evolving your savings journey.
  • Thinking about current and future tax allowances and concessions.
  • Planning opportunities on how best to utilise pension funds in retirement.
  • Strategies for generating a sustainable and tax efficient income in retirement.
  • The importance of ‘get busy living’.
  • How to leave a legacy to your beneficiaries.


Register now



For further information, please contact Tonya Fisher.