Build, spend, gift

This seminar will take you through a journey covering specific topics which are pertinent to the current financial climate. With interaction between the audience and speakers, there will be the opportunity to discuss scenarios and solutions. 

Starting with the accumulation of assets and the appropriate vehicles available for clients to start their financial plans, we will then discuss why you need to consider income needs for clients. This could be individual solutions, use of corporate structures or highlighting the decumulation phase on an individual’s financial journey. 

The seminar will close following a discussion of succession planning, which over the last few years has become a key part of one’s financial requirements.

We look forward to welcoming you to our ‘build, spend, gift’ seminar.