#FinanceFriday

Book yourself into one of our financial wellbeing themed webinars and listen to keynote speakers discuss their area of expertise. We always have a live Q&A, so make sure you take lots of notes and are ready to ask your questions, putting our fantastic speakers through their paces!

19TH April

Gifted Money Towards Your Future

 

 

Join AAG in session to discuss how you can receive financial gifts in a tax efficient with James Chamier, AAG Financial Planner. Whether you’re looking to save for your own family or put the money towards a key project, join us in session as we run through the different ways you can achieve your financial goals & objectives in a tax savvy way.

 

 

 

#FinanceFriday Schedule

April 2024

Join AAG in session to discuss how you can receive financial gifts in a tax efficient with James Chamier, AAG Financial Planner. Whether you’re looking to save for your own family or put the money towards a key project, join us in session as we run through the different ways you can achieve your financial goals & objectives in a tax savvy way.

Register Now

May 2024

Ahead of hanging up the keys for retirement, it is important you use the final few years of work to maximise your retirement opportunities & savings. Join James Morpeth, AAG Wealth Manager who will delve into the nuances of retirement planning in later careers, covering topics such as phased retirement, maximising savings, and optimising investments. Whether you’re considering a career transition, looking to boost your retirement fund, or simply seeking clarity on your financial future, this webinar offers practical insights and actionable strategies.

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Safeguarding your today, tomorrow & future for your family can be challenging and filled with admin… however, join us in session for a webinar with insurance experts Stanhope Cooper who will explore how you can make sure your most important assets are insured. We will cover the various types of insurance, from car and home insurance to personal liability and more. Whether you’re a first-time policyholder or looking to reassess your current coverage, this webinar is designed to provide actionable insights to give you the tools to make more informed insurance decisions.

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Retirement marks the beginning of a new chapter, a time to savour life on your terms. In this session, our expert presenters will guide you through the exciting array of lifestyle options. We’ll delve into financial considerations, helping you navigate the balance between a fulfilling lifestyle and sustainable wealth management. Learn about smart budgeting, investment strategies, and how to create a retirement plan that supports your chosen lifestyle.

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June 2024

Discover the secrets to building a wedding fund without compromising your financial well-being. Understanding your marriage time horizon is a key consideration which will help you to create an important timeline ahead of your big day. With enough time, you’re able to explore investment options and balance your short-term goals of today with the longer term saving of your wedding vision.

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Are you saving for a child? Squirreling money away each month for their future? Join us in session as we explore from creating a savings fund for education to helping them onto the property ladder, we’ll cover a spectrum of strategies designed to foster financial security and independence. As parents / grandparents / uncles & aunts / godparents / family friends save for the young generations, George Baker White AAG Wealth Manager, will explore how you can pave the way for your child’s dreams to flourish.

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July 2024

In a world of uncertainties, your family’s financial well-being is your greatest priority. Oliver Tunnicliffe, Director and Chartered Wealth Manager, will guide you through the essentials of comprehensive financial protection, covering topics from life and health insurance to emergency funds and estate planning. This engaging session will empower you to navigate the complexities of safeguarding your family’s financial interests, ensuring that you’re well-prepared for whatever life throws your way.

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Join us to optimise your pension as we address key retirement planning considerations with AAG Wealth Manager, Dan Browne. Map out your retirement needs, explore investment options, and develop a personalised pension plan that aligns with your financial goals. From pension fund management to maximising employer contributions, we’ll cover the essentials you need to know to ensure a robust and secure retirement future.

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Watch the last session

April 5, 2024

Smart Money in 2024 | Your New Tax Year

As we look towards the new tax year of 2024 / 25, we will see a changing political landscape and the introduction of government budget changes on personal finances. With uncertainty and change, there can be confusion and whilst we’re sadly not able to predict the future(!), we can provide you with strategies on how to make the most of your money so you’re on track to achieve your financial aspirations.
From key deadlines to proactive planning, discovering the latest tax-saving opportunities, learn how to optimise your investments, and explore smart financial decisions that will set you on the path to success in the upcoming year. Arun Johal will delve into the latest tax changes following the government’s financial budget on 6th March, he will also share practical insights on maximising savings allowances and guide you through strategic financial planning for the new tax year.

Discuss more in a 1:1