Thank you for registering for our tax-year end Masterclass
We look forward to seeing you there.
What to expect from the Masterclass
Our in-depth masterclass has been designed to provide you with clear and practical information to help you put an action plan in place for tax-year end, looking at the key considerations and steps to maximise the existing opportunities.
During the session our team of qualified financial advisers will take you through
- how to maximise your tax free allowances,
- making the most of ISAs and Pensions wrappers
- how, as a family, you can increase your tax efficient savings.
Following the Masterclass you will have the opportunity to go through your own check-list and goals with one of the team in a no-obligation, one-to-one online session.
Don't forget to access our wealth planning tools
Access MyNetwealth to engage with our online wealth planning tools,a key part to participating in the masterclass. These allow you to create your own personal retirement plan alongside our qualified financial advisers.
During the session you will be shown how to make the most out of the tools, enabling you to
- see if your current pension contributions will last your retirement
- visualise the impact of changes to tax, inflation, time horizon and different risk levels on your portfolio
- create multiple account types such as pension, ISAs or general investment accounts in three currencies
The Netwealth approach, material and personnel are some of the best I have come across in this complex field. Their online planning tools are also of a very high standard.
ICAEW member
The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. I am extremely pleased with the switch.
Ina Machen
RETIRED NURSE
The Netwealth Advisory Team
Why choose the Netwealth Service
Expert financial planners to discuss your retirement and recommend the best approach.
Powerful online service for you to plan for your pension or other investments.
Seasoned investment team looking after your pension.
Transparency - access and monitor all holdings in your portfolio 24/7.
Fully managed pension transfer on your behalf and consolidation in one accessible place.
Regular personal and employer contributions available.
Flexi-access drawdown.
Institutional-grade security: all clients assets are separately custodied and ring-fenced.
