Financial Awareness
for High Earners
High earners face a unique set of challenges when it comes to financial planning. People in the higher rate and additional rate tax bands face significant tax on both income and investments too.
Fortunately, there are several ways high-income individuals can grow their wealth tax-efficiently.
This session is designed to provide information and tips that could significantly help high earners reduce their investment-related tax liabilities.
This workshop will cover:
- The No-brainer Investments – Pensions & ISAs
- Venture Capital Schemes
- Business Property Relief
- Inheritance Tax Planning
How do employers benefit?
This practical, fun and engaging course will not only help parents teach their kids about money; it will also help parents themselves learn more about money too.
Employers have found this course particularly relevant as part of supporting mental health wellness and, diversity and inclusion initiatives aimed at supporting different employee groups within their organisation. For example, soon to be parents, existing parents, guardians and grandparents have found this course invaluable.
Employees appreciate an employer who looks out for the mental health and financial wellness of their family.
What people have said
Brilliant session – thank so much, really clear and informative!
Webinar Attendee
Providing easily-understood information to help everyone ‘move forwards’ with their finances. The session is designed to be fun and interactive, and attendees will receive planners to take away to help them become ‘better with money’.