High Earners – Complex Needs

The high earners seminar is designed, in simple terms, to help those earning higher amounts or with complex situations to understand what issues they may face. We address what they can or cannot do about them and when, why and how they may need to get expert help. It covers the following areas specifically.

Financial Planning:

  • What it is
  • Why it’s important
  • Why the more you earn the more important it becomes

NHS pensions and issues that can arise, covering the following areas:

  • The 3 main NHS pensions schemes – an overview, how they work, how your benefits are calculated and the things you need to know and understand about what your benefits may be.
  • The Annual Allowance tax charge – What is it, how it works, when you need to seek advice and when you don’t need to worry about it. We cover the key information you need to know.
  • The Lifetime Allowance Tax charge – What is it, how it works, when you need to seek advice and when you don’t need to worry about it. Again, we cover the key information you need to know.

Income and Capital Gains Tax:

  • What it is
  • Key points to consider
  • How to make sure you only pay the tax you must

Protection:

  • What it is
  • Key points to consider
  • Why it’s at the foundations of any form of planning

IHT and Estate Planning:

  • What it is
  • Why it’s important
  • How it ties into Financial Planning

Financial and Investment Advice

  • How to know when you need to seek advice
  • Where to get it
  • How to make sure it’s of good quality
  • How advisers are compensated

Interested in finding out more?

Fill out your details in the form below and someone will be in touch with more information.

‘Very Helpful, practical advice delivered in an easily understandable format – many thanks’
Private Company Seminar Attendee, Private Company Seminar Attendee
‘There was so much great information gained today despite being married to an accountant – thank you’
NHS Seminar Attendee, NHS Seminar Attendee
‘Very informative presentation, Well delivered & Clear. I learnt so much!!’
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‘Thank you - clear presentation and explanations. It was very helpful’.
Seminar Attendee, Seminar Attendee
‘The Eulogie presentation has given me plenty to think about. Thank you very much for answering my question. ‘
Webinar Attendee, Webinar Attendee
‘Thank you very much for another great presentation.’
NHS High Earners Seminar Attendee, NHS High Earners Seminar Attendee