Women are set to inherit a significant portion of the great wealth transfer over the coming years.
At the same time, potential changes to government policies, budgets, tax rules and Inheritance Tax all carry possible knock-on effects for retirement and wider financial planning.
It’s therefore more important than ever that women have the know-how and confidence to make informed choices for the future.
As the WI’s exclusive financial wellbeing partner, we’re therefore delighted to offer the opportunity for WI members to request a chartered, independent Lifestyle Financial Planner to speak at a meeting.
During your session, you’ll have the chance to explore topics such as:
- Inheritance Tax (IHT) and estate planning.
- Retirement, pension and later life planning.
- Investment planning.
- Tax planning.
- Mortgages.
- … and more.
It’s a great opportunity to ask questions, hear expert insights and start thinking about the financial planning options that could be relevant to you now and in the future.
Request a chartered financial planner to speak at your meeting by completing the form below:
Important information:
These sessions are for general information only and do not constitute personal financial, tax or mortgage advice. The suitability of any financial planning option will depend on your individual circumstances. If you are unsure whether any product, service or course of action is right for you, please seek regulated financial advice before making any decisions. Fees may apply if you choose to proceed with advice and implementation. These will be explained clearly before you make any decision.
The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Pension and investment values can go down as well as up, and your eventual retirement income may depend on factors including fund performance, charges, tax legislation and how much you withdraw. Tax treatment depends on individual circumstances and may change in the future. Inheritance tax, estate planning and tax planning are not activities regulated by the Financial Conduct Authority.
We offer a comprehensive range of mortgages from across the market, but not deals that you can only obtain by going direct to a lender. Remember, your home may be repossessed if you do not keep up repayments on your mortgage. Mortgage products can change or be withdrawn at any time and are subject to underwriting.