Fiducia Wealth Management

“Should I keep my final salary, defined benefit, pension?”

“How much capital do I need to generate an income through retirement?”

“Should I keep or sell my shares before I retire?”

As a firm that’s proud of our professional and business connections, as well as longstanding client-relations, we have partnered with Lambert Chapman LLP to deliver a free webinar focusing on Retirement Planning.

We know that financial security is about family, peace of mind and protecting your wealth for future generations and feel sure that this forthcoming informal Q&A session will be of relevance to many of you at a time of some uncertainty..

Lambert Chapman & Fiducia Wealth Management invite you to an informal Q&A session dedicated to Retirement Planning. Bringing together the expertise of two highly respected and independent advice firms, this informal Q&A clinic will be an opportunity to receive expert and direct answers to your questions relating to complex issues of planning for retirement and making the most of your savings.

Where: Online

When: Tuesday 4th August @ 10.30 – 12 noon

How: Register for FREE

Fiducia Wealth Management is a multi-award-winning Chartered firm based in Dedham that specialises in delivering tailored and bespoke financial advice and wealth management guidance to individuals, trustees and businesses.

Lambert Chapman LLP is an approachable and independent practice of Chartered Accountants, Auditors and Business Advisers with offices in Braintree, Maldon and London. They provide a full range of services to help their clients achieve their business objectives, offering clients a one-stop-shop for all accountancy needs.

Questions you can expect to be answered:

  1. I own shares in a company where I work.  It pays a nice annual dividend.  Should I keep the shares or sell them before I retire?
  2. What else should you do before you retire?
  3. What happens to your tax when you retire?
  4. I have a final salary (defined benefit pension), should I look to keep this?
  5. How can I ensure that my family can benefit from my pensions if something happens to me?
  6. How do I know how much capital I will need to generate an income to provide for my family’s needs throughout retirement?

Representing Lambert Chapman LLP – Lucy Orrow Senior Tax Manager CTA TEP ATT (Fellow)

Lucy is a Chartered Tax Adviser and a qualified Trust and Estate Practitioner.  She has 25 years of experience with Big Four and Mid-Tier firms in both London and Essex, working in their personal and employment tax departments. Lucy started work at Lambert Chapman in May 2017 and specialises in Personal Tax, Capital Gains Tax, Inheritance Tax, Trust accounts and taxes, International Tax for individuals and employees, alongside international payroll and benefit queries.

Representing Fiducia Wealth Management – Susie Laws – Director and Chartered Financial Planner

Susie is a Director of Fiducia and is a CII Chartered Financial Planner with over 14 years’ experience in the financial services industry and several national professional awards. Susie specialises in pensions and retirement planning, including providing advice regarding defined benefit pension transfers. Susie has a commitment to continuous personal development, enabling her to keep abreast of ever-changing legislation and is passionate about serving her clients’ interests

We hope you will join us.

If you have any specific questions that you would like answered at the session then do please email melissa@fiduciawealth.co.uk and we will ensure that the most suitable adviser addresses them. This will be done anonymously.