- Masterclass
The Care Conundrum
Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
Equilibrium Head Office
Ascot House,Epsom Avenue,
Handforth,
Wilmslow
SK9 3DF
Upcoming Events
Sign up to our email list to be the first to know when we add new dates
Itinerary
Arrival, food and drink – 30 mins
Masterclass – 1 hour 15 mins
Finish
Right People, Right Money, Right Time
While topics such as sex, religion, and politics are now common discussions at the dinner table, money remains a taboo subject for many Britons.
In the UK, 92% of individuals find “asking to borrow money” the most uncomfortable financial topic (TotallyMoney). This lack of conversation often creates barriers to supporting loved ones.
In our three decades of working with over a thousand families, we have seen that these barriers lead to poor outcomes and missed opportunities which could have been prevented by having an open and honest conversation.
In this masterclass, you will hear stories and solutions which address common concerns such as spoiling children, giving too much too soon, treating everyone fairly, and retaining wealth within the family.
Addressing key financial friction points – including childcare, mortgages, and retirement planning – to ensure your money reaches the right people at the right time.
You will also discover how to turbocharge your gifting by leveraging the tax man, and, in some cases, achieving 100% tax relief on your gifting strategies!
Reasons to attend
- Start meaningful conversations by asking simple yet impactful questions.
- Learn how to support your family financially when they need it most.
- Explore ways to overcome barriers caused by differing values.
- Ensure your legacy leaves a lasting impact across generations.
- Provide small, impactful gifts to loved ones.
- Find ways to save on childcare and other major expenses.
- Cut out the big banks and save thousands with smarter financial planning.
Your friendly
expert
Ben Rogers
Chartered Financial Planner
Ben believes the power of financial advice goes far beyond just investments and tax, and that, if done correctly, it has the power to transform lives. His passion for financial planning lies in providing clients with confidence and clarity around their finances that allows them to make better decisions for them and their family.
Epsom Avenue,
Handforth,
Wilmslow
SK9 3DF
Events
- Masterclass
Lasting Power of Attorney
Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.
- Social
Padel
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
- Masterclass
Cyber Security
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
- Masterclass
Right People, Right Money, Right Time
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Sign up to our email list to be the first to know when we add new dates
- Masterclass
Rapid Responsibility
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
Sign up to our email list to be the first to know when we add new dates