Your are invited to
Leaving a Legacy: Maximising Your Equity for the Next Generation

Tuesday 26th January 2021 at 4pm


Why do we want to build wealth? Is it so we can buy plush homes, drive fast, sleek cars or sun ourselves in exotic climes? Or is actually for a far more personal reason: So that we can give our loved ones a comfortable, secure and enriched life?

 
For some people, filling our lives with luxury is a key motivation to make money; however, most of us also want to help those who we love by leaving behind a legacy that will give them the best start in lives, or enable them to continue to live out their lives with confidence and certainty.

YOUR HOSTS
David and Lottie Crooke, Owners of Pelham James
Pelham James is an independent estate agent specialising in selling unique homes in Stamford & Rutland.

David and Lottie are a husband and wife team of property consultants with a passion for the beautiful homes found in Rutland and Stamford. They take a bespoke approach to marketing and selling properties, utilising their specialist  skills to tease out the very best elements of your home and present them in a polished and attractive way.

During This Free webinar you will learn
HOW TO AVOID HEFTY INHERITANCE TAX CHARGES
HOW TO ENSURE YOUR HOUSE AND CAPITAL ARE PROTECTED AGAINST THIRD PARTY RISKS
HOW TO PROTECT YOUR CAPITAL AGAINST EROSION AND MAXIMISE YOU RETIREMENT INCOME
About The SPEAKER
Charlie Reading
Chartered Financial Planner and Founder of Efficient Portfolio
Charlie Reading is a Chartered Financial Planner and the Managing Director of Efficient Portfolio Wealth Management. Having working in the industry since 1999, he has gained specialist qualifications in investments, pensions, taxation and Trusts. He also been awarded Chartered Status, which is the industry’s ‘gold standard’ and places him in the top 14% of all Financial Planners in the UK. This enables him to give expert, holistic advice to both companies and individuals.

Charlie Reading, will talk to us about how best to create a legacy for the next generation by maximising the value tied up in our property. During this informative talk, Charlie will talk about how you can strategically plan to maximise your wealth for you and the next generation through downsizing. He will be on hand to answer any of your questions and provide clear cut guidance on the options available.


For many, the largest asset we own will be our homes. In our working lives many people allocate a large proportion of their income into securing and maintaining their dream home; however, as our lifestyles and needs change as we reach retirement, the capital we’ve invested could be put to much better use, for example to leave a much more substantial legacy to our loved ones, which we can watch them enjoy during our lifetimes.
Downsizing your property can not only better suit your lifestyle needs, but it is also a strategy that can help you to increase the inheritance you leave to you loved ones. The main upside to downsizing is that you can access the capital you’ve invested, which can also be used to provide an early inheritance for your loved ones, or reinvested to protect that capital for their future benefit.
However, if you are considering downsizing so that you can leave a legacy, there are several financial considerations that you will need to bear in mind

There are a range of solutions available, including Trust, tax and investment planning; however, all of these areas can be complex, time-consuming and confusing. That is why we are working in collaboration with local, Chartered Financial Planners Efficient Portfolio, to bring you some clarity and clear insight into how to protect your residual equity and provide a long-lasting legacy for your loved ones.



JOIN THE WEBINAR
Efficient Portfolio
01572 898060
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Pelham James
01572 497070
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