#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!

15TH NOVEMBER

Election Impact on Finances: Post Budget Update

With the recent UK government budget announcements on 30th October 2024, it’s crucial to understand how any changes could affect your financial plans for the remainder of the tax year. Join us for an insightful webinar, Election Impact on Finances: Post Budget Update, where we will break down the latest budget updates and help you navigate the evolving financial landscape.

Join Carol Hawking (Consultant, Clarke Willmott) and Ian Cragie (Chartered Financial Planner, AAG), as they provide a review of the October Budget and any key measures and policy changes announced.

#FinanceFriday Schedule

November 2024

With the recent UK government budget announcements on 30th October 2024, it’s crucial to understand how any changes could affect your financial plans for the remainder of the tax year. Join us for an insightful webinar, Election Impact on Finances: Mid-Tax Year Health Check, where we will break down the latest budget updates and provide a mid-year review to help you navigate the evolving financial landscape.

 

Join Ian Cragie (Chartered Financial Planner) as he provides a review of the October Budget and any key measures and policy changes announced. He will also be conducting a mid-tax year review, where the current allowances and how to maximise your tax planning strategies are covered.

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Owning a home is one of the most significant financial commitments you’ll ever make, and the decisions you make along the way can have a lasting impact on your financial well-being. Join us for an informative webinar, Relocation vs Renovation: Key Considerations for Homeowners, where we will explore the essential aspects of homeownership, from saving for your first house to navigating mortgages and deciding between relocating or renovating.

 

Join Matthew Henderson from Strutt & Parker, James Chamier (AAG Wealth Management), and Rob Lawson (AAG Mortgage Brokerage) as they each touch on a key aspect of home ownership. Including saving to buy a house and strategies to effectively save towards buying a new home. We’ll explore the mortgage process, while also providing an outlook on the housing market with predictions and potential changes leading into 2025.

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October 18, 2024

Gift of a Lifetime: Safeguarding the Future for Vulnerable Individuals

Gifting money is a powerful way to support your loved ones and leave a lasting legacy. However, doing so thoughtfully requires careful planning and consideration. Join us for a comprehensive webinar, Gift of a Lifetime: Thoughtful Money Gifting Strategies, where we will explore the best practices for financial gifting and the crucial role of wills in ensuring your wishes are honoured.

Join Polly Banwell from WSL Will Writing and Maddy Farrow (AAG Wealth Management), who will be reviewing the fundamentals of financial gifting, including the various gifts you can give, and discover how to tailor your gifting strategy based on the recipient’s life stage. We will also review the role of wills in gifting and ensure ways to gift money in a tax-efficient manner.

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