Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios.  To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

Tilney Events on Demand

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.

What can you expect at a virtual event?

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.

 

How do I watch the events?

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!

 

Speak to us

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.

Tilney Events on Demand

Getting your affairs in order

Getting your affairs in order

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.

Helping the family

Helping the family

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.

The pros and cons of using trusts

The pros and cons of using 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.

Fast-acting solutions to estate planning

Fast-acting solutions to estate planning

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.

Funding your pension now – why it makes sense to do this if you can

Funding your pension now – why it makes sense to do this if you can

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.

Help! I’m retiring soon and my pension value has plummeted

Help! I’m retiring soon and my pension value has plummeted

Since markets tumbled in response to Covid-19, this has unfortunately been a common question. Here, our level-headed pension experts look at the options.

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