This session will cover the key questions about retirement income strategies, including:
With expert insights from independent financial advisers at Chase de Vere, this webinar will provide valuable information to help you make more confident, informed decisions about your future.
Don’t miss this opportunity to take control of your retirement planning. Secure your spot today and ensure you are prepared for the next stage of your financial journey.
IPSE members: free to attend
Non-members: £15 (+ VAT)
Attendees will get access to the live webinar and the post-event recordings.
Please register via Eventbrite to join this event.
Understanding the financial health of your business is vital for making informed financial decisions. Yet, too many self-employed businesses fail to employ diversification or investment strategies that could protect and grow their wealth. We’ve teamed up with our independent financial advice partners, Chase de Vere, and tax experts, Taxd, for an in-person event in London that’s designed to challenge the way you think about and manage your finances.
Our expert-led sessions are specifically designed to cover all aspects of financial planning, allowing you to make the most informed decisions for your future. These specialist speakers will then be free for 1-2-1 sessions where they can answer specific questions about your finances and investment opportunities. Further online 1-2-1 sessions are available to book as well.
Registration and welcome drink
Join Rhian Lawson, Chartered Financial Planner at Chase de Vere. Over the course of 60-minutes, Rhian will dive into the essential elements of a robust financial plan designed specifically for the self-employed. Whether you’re just starting out or looking to refine your strategies, this in-person event will provide you with actionable insights to secure your financial future.
Key topics covered:
Important disclaimers: Investments can go down as well as up, and you may get back less than you originally invested. Tax planning is not regulated by the Financial Conduct Authority (FCA).
Join Arjun Kumar from tax experts Taxd for a 60-minute session exploring the key tax and accounting consideration for the self-employed.
Key topics covered:
Networking, refreshments and dedicated 1-2-1 sessions (more details available soon).
Don’t miss this opportunity to give your financial plan a thorough check-up with expert guidance. Secure your spot today! Please register via Eventbrite or at the ‘Book now’ link below to register for this event.
This event is in person only. The sessions will not be recorded or available online.
IPSE members: £10 + VAT
Non-members: £20 + VAT
Attendees will get access to all live sessions, 1-2-1’s and refreshments.
If you are interested in having a 1:1 with Chase de Vere on the evening of the event, please email events@ipse.co.uk to arrange a booking. Note bookings are allocated on a first come first served basis.
Inheritance Tax (IHT) can take a significant bite out of the wealth you plan to pass on. With recent changes announced in the Budget, understanding how IHT works – and what you can do to reduce its impact – has never been more important.
Join Chase de Vere, IPSE’s partner for independent financial advice, for a webinar designed specifically for self-employed professionals.
Whether you’re self-employed, running a business, or managing your financial future, this webinar will give you the tools and knowledge to plan effectively and reduce unnecessary tax burdens.
Important disclaimer
IPSE members: free to attend
Non-members: £15 (+ VAT)
Attendees will get access to the live webinar and the post-event recordings.
Please register via Eventbrite to join this event.
If you’d prefer to speak to an adviser sooner, you can also book a complimentary initial consultation with a Chase de Vere expert here.
As a self-employed individual, you have unique financial challenges and opportunities. Without the safety net of employer-sponsored retirement plans or benefits, it’s crucial to be proactive and knowledgeable about your savings and investment options.
Join us for an exclusive webinar hosted by Chase de Vere, designed specifically for the self-employed. Discover how to effectively manage your savings and investments to secure a prosperous future.
Our webinar will conclude with a live Q&A session, providing you the opportunity to ask our experienced advisers your specific questions.
IPSE members: free to attend but registration is essential
Non-members: £15 + registration fees
Attendees will get access to the live webinar and the post-event recordings.
iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.
Planning for retirement as a self-employed individual requires careful consideration and strategic planning. This webinar is designed to equip you with the knowledge and tools necessary to secure a comfortable retirement.
Recent research by Institute for Fiscal Studies highlights a significant challenge for self-employed workers: a £250,000 retirement shortfall on average. This stark statistic underscores the unique hurdles self-employed individuals face in securing a comfortable retirement. Unlike salaried employees, self-employed professionals often lack access to employer-sponsored pension schemes and must navigate the complexities of retirement planning on their own.
Join us for an exclusive webinar where independent financial advisers from Chase de Vere, IPSE’s trusted partner, will share their expert insights on how to retire successfully as a self-employed individual.
This webinar will address the key aspects of retirement planning specifically tailored for the self-employed, including:
1. Estimating your retirement needs
2. Types of pension schemes available
3. Business structures and pension contributions
4. Pros and cons of consolidating old pensions
5. How and when to draw your pension
As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.
IPSE members: free to attend but registration is essential
Non-members: £15 + registration fees
Attendees will get access to the live webinar and the post-event recordings.
iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.
Matt Beck, Independent Financial Adviser, Chase de Vere
Matt Beck, based in Bath, has been with Chase de Vere for 7 years. He specialises in working with self-employed individuals, helping them navigate complex financial planning needs, including pensions, investments, insurance, and inheritance tax. Matt excels in optimising financial situations for those with fluctuating incomes. In his free time, he enjoys skiing, running, and watching cricket.
George Hope, Independent Financial Adviser, Chase de Vere
George Hope, an expert in investment with over 20 years of industry experience, began his career as a stockbroker and specialises in trend analysis and charting. Since joining Chase de Vere in 2016, he provides holistic advice and values long-term client relationships. George is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Outside of work, he enjoys cooking and outdoor activities with his family.
With the 2023/24 tax year nearing its end, freelancers across the UK face a crucial period for financial planning. This webinar will explain everything you need to know about submitting a tax return as a self-employed individual and break down some of the more important aspects to consider at this time in order to avoid unecessary tax liabilities.
Join this webinar with Lucy Cohen, co-founder from Mazuma (online accountant for small and micro-businesses), who will talk through the self-assessment tax return process and how to make submitting one as painless as possible.
The webinar will cover:
There will be plenty of opportunities to ask questions during the event but you can also submit questions in advance when you register.
This webinar is free to attend for IPSE members. Non-members can also attend at a cost of £15 + registration fees.
