Oak Tree Finance – Mid Career Financial Workshop

The course will give you a good understanding of the financial matters that are relevant to you and your current situation.

It will help to put you firmly in control of your financial situation, in a position that gives you both clarity and confidence to act in your own best interests. Whether you have recently started work or are in mid-career, this course will help you understand how to manage your finances now and set things up for later life.

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

Question & Answer

The workshop will run via MS Teams, to book your slot please email HealthandWellbeing@cntw.nhs.uk

View other wellbeing events on our events calendar here: Events – Thrive @ CNTW (thriveatcntw.co.uk)