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0345 609 2008

Late Career Financial Planning Seminar - delivered by Chase de Vere

For doctors in their 50's & 60's

  • Date: Wednesday, 7 June 2017
  • Time: 15:00 - 16:30
  • Location: Lanhydrock Hotel and Golf Club, Bodmin, Cornwall, PL30 5AQ

Retirement may be looming and there are some big decisions to make – many of which will be permanent. So it’s vital that you take the time to think through your choices: when to retire, your pension options; your tax position; and how to maximize your retirement income.

This seminar will help you to:

  • Get an overview of the benefits provided by your NHS pension scheme/s
  • Understand how the myriad pension taxation changes - such as the annual and lifetime allowances - can impact your retirement, and the actions you may need to consider
  • Understand the different savings and investment options available
  • Learn how to preserve your pension benefits in the event of death early in retirement
  • Ensure your estate is passed on to your family with the minimum inheritance tax.

There will be a chance to ask questions and afterwards, an opportunity to speak with an expert.

* Your home may be repossessed if you do not keep up repayments on your mortgage. The value of investments can fall as well as rise. You may not get back what you invest.

As a BMA member, this seminar is free to attend for you and your partner or a colleague, but please consider registration a firm commitment to attend. 

There are 25 places – first come, first served!

To register: please contact Elaine Pavelle, BMA Local Organiser epavelle@bma.org.uk with your name, email address, branch of practice, place of work and GMC number.