Oaktree Financial Workshop
The Workshop covers:
Introduction
- Taking control and achieving your goals
- How to maximise your money
Planning for Later Life
- The importance of pensions
- Which pension scheme am I in?
- How your pension is calculated
Saving & Investment
- Savings and Investment – the difference
- What is risk and why is it important?
- Where should I invest?
Borrowing/Credit
- How to improve your credit rating
- The best type of borrowing
- Do you have the correct mortgage deal?
- The issues with credit cards
Personal Taxation
- How the tax system works
- Is your tax code correct?
- Are you paying the correct amount of tax?
Wealth Preservation
- What is wealth preservation?
- How to use Wills and Trusts effectively
- How to avoid capacity issues
- What threats can stop my wealth passing to my family?
Getting advice
- The importance of correct advice
- Maximising your income
- Protecting your wealth
Questions & Answer
To book your slot please email HealthandWellbeing@cntw.nhs.uk