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Planning workshop November 2018

A presentation from the seminar in November 2018 on how to best spend your time in retirement, ethical investments, succession planning and Brexit.

Planning IN retirement

This presentation is from the County Seminar that took place 30 November 2017. The afternoon session focused on ‘Planning in retirement’ which included an update on pension freedoms.

Planning FOR retirement

This presentation is from the County Seminar that took place 30 November 2017. The evening session focused on ‘Planning for retirement’ which included the use of one of our planning tools.

Long term elderly care

This presentation relates to a seminar about Long Term Elderly Care Planning which took place in April 2016. An increase in life expectancy raises difficult questions which were addressed in this seminar.

Lifetime allowances

Useful information about the impact of the reduction in the standard pensions lifetime allowance (LTA), which is the total value of pension savings that can be accumulated without a tax charge.

Estate planning workshop

This presentation relates to the Estate Planning Workshop which took place at the end of 2015.

Inheritance tax workshop

Inheritance tax – a voluntary tax?
The presentation includes simple use of allowances as well as more advanced methods of IHT mitigation.

Planning workshop November 2014

A presentation from the seminar in November 2014 on tax, inheritance, pensions and planning.

Seminar opportunity

Keep an eye on the news page of County Financial website and be sure not to miss forthcoming seminars. Other clients have found them invaluable.

What a great company! It is always a pleasure doing business with you.

High Wycombe

It is extremely pleasing that savings have been made on savings.


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