Like any individual in any profession, every Financial Advisor will have different strengths and weaknesses. They each have different skill sets. None of them are perfect, and I include myself in that!
In this short piece, I will delve into the importance of what financial advisors can do with and for their clients, even though many clients receiving said advice might not immediately recognise what they are actually helping them do, achieve and avoid!
This week we have something a little different. We recently hosted a webinar with Pension and Revenue expert Clive Slattery. If you missed the webinar, here is the audio, which I hope you find helpful.
Clive will talk about recent PRSA changes.
- The implications for PAYE & Business Owners
- How & Why these changes have come about
- The significant tax opportunity that exists
PRSAs are relevant to most people as it is a pension that anyone can start.
What happens to my pension benefits if I suffer a death in service? (die while being an employee and a member of the company pension scheme!).
On a regular basis, we help clients to manage their pension planning, so as to avoid potential pitfalls in this area. Reason being, it has the potential to have a hugely negative impact on one's financial future.
What you'll learn:
I hope it helps
This week we are joined by William Lacey who we followed on his transition to retirement in a series of podcasts.
William talks about the lessons he has learned from his journey and the key things he would do if he were to transition to retirement again.
The goal is to hopefully, by sharing his experiences help others that are on their retirement journey.
I hope it helps