Webinar: Getting Financially Fit for 2024
Monday 19th February at 6.30pm
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Stepping into 2024, many will be thinking about what we can do to improve our financial health in the year ahead. Even though we may resolve to improve our finances, it’s knowing where to begin that’s key.
Over 45-minutes the experts at Chase de Vere Medical will share 10 proven steps to improving your financial fitness in the New Year.
They will show you why in these ever-changing times, it pays to focus on the things you can actually control, plus, how working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind. You will also have the chance to put your questions to our team.
What we will cover;
- Understand your NHS pension
- Get your Budget in shape
- Plan out your goals
- Review your insurance.
- Keeping on top of your borrowing
- Review your saving and investments
- Review your Will
Webinar: Navigating the 2024 Lifetime Allowance Changes
Monday 4th March at 6.30pm
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Join us for a 45-minute webinar hosted by Chase de Vere Medical, diving into the key aspects of the UK's upcoming pension reforms. As we approach the abolition of the Lifetime Allowance (LTA) in April 2024, understanding its impact on your financial planning is more crucial than ever, especially for those in the NHS Pension Scheme.
What we'll Cover:
- End of the Lifetime Allowance: An in-depth look at the implications of the LTA's abolition on NHS pensions and the wider effects on pension taxation.
- Navigating Tax-Free Cash and Lump Sum Limits: Post-LTA abolition, learn how the new rules affect your ability to access tax-free cash and manage lump sum allowances in your retirement planning.
- Reviewing Protection Status: Practical advice on assessing your LTA protections, like Individual Protection 2016, in the context of these pension changes.
- Interactive Q&A Session: Engage with our financial specialists to address your specific questions and concerns about these pivotal changes.
- This webinar is an essential tool for medical professionals seeking clarity and direction in the changing pension landscape.
- Secure your spot today and take a significant step towards optimising your financial future in light of the 2024 LTA changes.
Need advice right now?
The experts at Chase de Vere Medical are on hand to help with your personal finance queries. An initial meeting is free and without obligation.
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Find out more about our relationship with Chase de Vere Medical.
- Your home may be repossessed if you do not keep up repayments on your mortgage.
- Levels and bases of, and relief from taxation is subject to change.
- The value of your investment can go down as well as up and you may not get back the full amount you invested.
- The Financial Conduct Authority does not regulate taxation advice, estate planning, inheritance tax planning, cashflow modelling, wills or trusts.
- The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.