Covid-19 means that we have had to pause Tilney’s popular programme of events. At a time when you might have more questions than ever about investments and financial planning, this is far from ideal. So, to support you, we are hosting a series of virtual events – Tilney Events on Demand – and on this page you’ll find everything you need to get involved.
Of course, you’ll have to make do with us presenting in our own homes, whilst you’re in yours, rather than in any of the inspiring surroundings of former Tilney events.
And while we can’t serve the canapés and delicious lunches you’ve come to expect, we are still bringing you Tilney’s very best presenters, who will be talking you through the subjects that matter most right now.
On each of the events listed below, you will see a form. Once you fill in the form, you will be directed to a page to watch the video.
You only need to register once, then you have access to all of our events. Enjoy!
We’re also offering you a free initial consultation with a Tilney financial planner so you can ask any questions you might have and talk about your specific circumstances.
Are your finances tax-efficient? Are you paying more tax than you need to? What can you do? To answer these questions, listen to our experts Neil Watson, Taina Moran and Lee Harris.
It’s not always clear whether you’ll have enough money during retirement, even if you feel you’ve done everything right. But cashflow modelling is a great, interactive tool that gives clarity over your future and can help experts offer practical solutions to help you achieve the retirement you want. Martin Holden and Mike Francis look at this in detail.
Cashflow modelling is a great tool for making sensible assumptions about a client’s future finances. Ann-Marie Atkins and Mike Francis look at how it can help business owners make beneficial decisions for their business and loved ones.
Our experts talk you through a real client scenario and how cashflow modelling helped to make sensible assumptions about their finances and future. We look at the specialist modelling software and explain how, when it’s in the hands of an expert financial planner, it can be used to help clients make decisions they have conviction in.
Our technical estate planning team talk you through how to get your affairs in order, covering considerations such as Wills, Powers of Attorney, naming a nominee for pensions and ensuring life policies are written in trust where appropriate. And they remind us how important it is that someone knows where our important documents are.
Clients often ask us how to make financial gifts, and whether it’s an easy process. In this event, we look at the affordability of gifting and some of the queries surrounding it such as: whether it makes sense to gift regularly or should be done as a lump sum, what the tax implications are and whether you should gift outright or use trusts.
Trusts are one of the most valuable financial planning tools, but they are also one of the least-well understood. Our technical experts look at the types of trusts, the protection they provide and the high-level tax treatment of them. We also look at how to simplify the administration.
In this virtual event, we discuss life cover and tax-efficient Wills. We’ll also go through how the residence nil rate band works and the different exemptions from it, focusing on: expenditure, charitable gifting and investments that qualify for business relief and more.
Covid-19 is having a dramatic impact on both financial markets and Government spending. In this discussion, our pension experts explain why they are talking to clients about funding their pensions now.