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WEBINAR – How To Build A Strong Retirement Plan

Building A Strong Retirement Plan – WEBINAR ALERT

On the 24th of November, Greg Armstrong one of our trusted Financial Advisers, has decided to offer his wealth of knowledge on retirement planning to those of you who are wanting to build a sound and solid foundation of security for your future.

Retirement is inevitable and it is one of those stages in life that can be very daunting to most. So building a solid foundation right from your first contribution is one of the key aspects of financial planning. If you have just started to save for retirement or if you are wanting to build onto your current retirement plan, then this webinar is for you. By attending this webinar you will get a better understanding of what you need to do in order to achieve your retirement goals.

 

What will be covered

  • Key assumptions to take into account
  • How these assumptions are changing
  • What factors to take into account (Age, income needed, key events and more)
  • Scenario-based planning
  • Maintaining and managing your retirement

Join Greg on the 24th of November for 45 minutes to and 1 hour of learning how to build up a strong retirement plan to suit your needs.

Those who register to the event will be sent a link to the webinar a day prior to the event reminder emails leading up to the event with the webinar links attached.

Please email info@ascotwm.com for any questions.

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CBAM – Q3 Portfolio Performance & Review

On the 12th of October, we are hosting a webinar with our Discretionary Fund Manager, Cape Berkshire Asset Management (CBAM).

The heads of the investment team, Mark and Sam, will be your hosts for the webinar and they will offer insights that we don’t normally share with clients or the public, so book your seat and bring along any questions you may have.

Join Mark and Sam on the 12th of October for 45 minutes to 1 hour.

What will be covered?

  • 2022 Q1 Macrothemes
  • Portfolio Performance
  • Portfolio Positioning
  • Remainder of 2022 Outlook and Strategy

Those who register to the event will be sent a link to the webinar a day prior to the event.

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WEBINAR – The latest in the mortgage space

On the 22 September, we will be focusing on the current hot topics in the mortgage space. With everything going on in the world, have investment properties become less attractive? Why is the there a lack in supply of property? and how is this affecting the housing prices?

Join Nwabisa & Mark on the 22nd of September for 45 minutes to and 1 hour of finding out everything you need to know in the current mortgage space. 

 

What will be covered?

  • The rates increase since December, what’s next?
  • Is property investing still as attractive?
  • How the lack of housing supply is affecting the house prices
  • Energy efficiency & green mortgages

Those who register to the event will be sent a link to the webinar a day prior to the event.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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WEBINAR: Peer To Peer Lending

For our next webinar, Claire and Sam will be continuing on from Junes theme of alternative investment strategies. This coming month, on the 24th of August, we will be focusing on peer-to-peer lending

Join Claire and Sam for 45 minutes to 1 hour of learning everything you need to know about Peer to Peer lending.  

What will be covered?

  • Diversification of income sources
  • Uncorrelated returns to market
  • Safety of investment
  • The Various options available

Those who register to the event will be sent reminder emails leading up to the day and time of the webinar.

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CBAM – Portfolio Performance & Review – 12 JULY

On the 12th of April, we are hosting a webinar with our Discretionary Fund Manager, Cape Berkshire Asset Management (CBAM).

The heads of the investment team, Mark and Shingirai, will be your hosts for the webinar and they will offer insight that we don’t normally share with clients or the public, so book your seat and bring along any questions you may have.

 
 

Join Mark and Shingirai on the 12th of July for 45 minutes to 1 hour. 

What will be covered?

  • 2022 Q1 Macrothemes
  • Portfolio Performance
  • Portfolio Positioning
  • Remainder of 2022 Outlook and Strategy

Those who register to the event will be sent a link to the webinar a day prior to the event.

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WEBINAR – Structured Products – 22 June

On the 22nd of June, Claire will be focusing on Structured Products. 

Join Claire for 45 minutes to and 1 hour of learning everything you need to know about Structured Products.  

Those who register to the event will be sent a link to the webinar a day prior to the event.

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WEBINAR – Protection

Searching for protection products can be a very tedious and time consuming exercise, dredging through the jargon packed T’s&C’s and attempting to make a clear comparison between policies is not an easy task. That’s what we are here for but before we get into those details it’s important to understand the different types of protection and what sort of protection is needed for your individual situation.

Catriona has decided to offer an informative session on the broad topic of protection to help you make an informed decision on the types of cover you may need, be it for yourself or for your business.
 
She will be touching on the following aspects of protection:

What will be covered?

  • Overview of the types of protection

  • Term/Decreasing Term Assurance

  • Critical Illness cover

  • Income Protection

  • Whole of Life

  • Scenarios in which protection is advisable (inheritance tax, mortgages, single parents etc)

  • Reviewing historical policies

Those who register to the event will be sent a link to the webinar a day prior to the event.

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Old Events

Webinar – CBAM Q1 Portfolio Review and Outlook

On the 12th of April, we are hosting a webinar with our Discretionary Fund Manager, Cape Berkshire Asset Managament (CBAM).

The heads of the investment team, Mark and Shingirai, will be your hosts for the webinar and they will offer insight that we don’t normally share with clients or the public, so book your seat and bring along any questions you may have.

Join Mark and Shingirai on the 12th of April for 45 minutes to 1 hour. 

What will be covered?

  • 2022 Q1 Macrothemes
  • Portfolio Performance
  • Portfolio Positioning
  • Remainder of 2022 Outlook and Strategy

Those who register to the event will be sent a link to the webinar a day prior to the event.

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Hours
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Seconds

Contact Us For More Info

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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16 March – MORTGAGES – Webinar

Join Mark and Nwabisa on the 16th of March for 45 minutes to and 1 hour for an in depth look into the current “hot topics” mortgage market.

 

WHAT WILL BE COVERED:

  • Should you pay an early repayment charge to benefit from a lower fixed rate now?
  • Cladding and EWS1 Reports – Implications for your investment property
  • Green Mortgages
  • House Price Moves

Those who register to the event will be sent reminder emails prior to the webinar.

Days
Hours
Minutes
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Contact Us For More Info

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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23 February – TAX YEAR END – Webinar

This month, on the 23rd of February, we will be focusing on Tax Year-End planning strategies. With tax year-end approaching, it’s important to keep on top of the annual allowances to be able to maximise your tax benefits. 

Join Greg and Claire on the 23rd of February for 45 minutes to and 1 hour of learning how to capitalise on the coming tax year end. 

 

What will be covered?

  • The why and how to use your annual allowance for Junior ISA, ISA, Pensions & Gifting
  • How to use annual exemption to mitigate future tax

Those who register to the event will be sent a link to the webinar a day prior to the event.

Days
Hours
Minutes
Seconds

Contact Us For More Info

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.