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Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.
Having a well thought out financial plan in place can act as a panacea in times of market volatility — but how should you go about building one?
This timely topic is the theme of FT Money’s latest free online reader event, to be broadcast online next Wednesday May 14 at 2pm BST, and available to watch on catch-up.
Hosted by Claer Barrett, the FT’s consumer editor, this webinar is aimed at readers of all ages, with a particular emphasis on the intergenerational transfer of money and assets. The panel will consider financial planning implications for those thinking of gifting cash and those who might hope to receive it.
Proposals at the last Budget to bring pensions into the scope of inheritance tax are causing many families to redraw their financial plans. Our expert panel, which includes Sir Steve Webb, a former pensions minister, will discuss how advisers are interpreting the likely impact of the new rules and what further tax changes might lie ahead for both pensions and Isas.
Matt Conradi, deputy chief executive at event sponsor Netwealth, will present some visual examples of cash flow modelling, demonstrating how retirement planning and estate planning can be dovetailed, showing the likely tax consequences of different approaches. He will also talk viewers through HM Revenue & Customs’ rules on making gifts from surplus income — a feature of inheritance tax planning which is increasingly being relied on to pass down wealth — with tips on effective record keeping.
Karen Barrett, founder and chief executive of Unbiased, which connects clients to financial professionals, will give insights into the type of advice many families and individuals are seeking, explaining the different kinds of solutions that are available, and what typical financial plans might look like.
To register for the webinar, click here, where you will have the opportunity to submit questions for the panel. Please note that the question and answer session is not intended as individual tax or investment advice or an investment recommendation.
