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Upcoming Webinar: The basics & benefits of Annuities

On the 17th August, Claire Calder, one of our trusted Financial Advisers, will be hosting a webinar surrounding Annuities. 

Are you looking for a reliable way to secure your financial future and enjoy a steady stream of income during retirement? Annuities could be the answer you’ve been searching for. Join us for an insightful webinar as we delve into “Annuities: The Basics and Benefits.” In this webinar, we will demystify annuities, explore their advantages, and help you understand how they can play a vital role in your overall financial plan.

WHAT WILL BE COVERED:

  • What is an Annuity

  • Lifetime Annuity considerations

  • Fixed Term Annuity considerations

  • How Annuities can fit into your retirement plan

Join Catriona on the 15th of December for 45 minutes to 1 hour to get a better understanding of how the recent fiscal changes may affect your personal financial circumstance.

Please email info@ascotwm.com for any questions.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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June Webinar: Pension Legislation Changes

On the 22nd June, Catriona McCarron, one of our trusted Financial Advisers, will be hosting a webinar on “Pension Legislation Changes”.

The Spring Budget came at a time of significant economic change for the UK one of the biggest topics being the changes made surrounding Pensions! 

Allow Cat to explain what these mean and what the future could hold as a result that may have an effect on individuals’ financial planning. She hopes to give you a better understanding of what options are available to you to and answer and questions or queries!

 

WHAT WILL BE COVERED:

  • A review of lifetime allowance changes since April 6th and considerations on what the future could hold ·     

  • Increases to the pension annual allowance for employer and employee savings ·       

  • Merits of pension planning in a world of lower capital gains and dividend allowances

  • In depth Q& A Session

Join Catriona on the 22nd June for 45 minutes to 1 hour to get a better understanding of how the recent legislation changes may affect your personal financial planning.

Please email info@ascotwm.com for any questions.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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Webinar: Capital Gains

 

On the 18th May, Global Wealth Manager Greg Armstrong, , will be hosting a webinar on “Capital Gains”. 

Webinars are a fantastic way to gain knowledge and insights from industry experts, without having to leave your home or office!

Whether you’re new to investing or you’re a seasoned pro, there’s always more to learn about how to make the most of your investments. By attending our webinar on capital gains, you can gain valuable knowledge and insights that will help you achieve your financial goals.

 

 

WHAT WILL BE COVERED:

  • What is capital gains

  • How is capital gain Tax calculated.

  • How to avoid capital gains tax

  • How to use capital gains to your advantage

  • How do the capital gains tax changes affect you?

Join Greg on the 18th of May for 45 minutes to 1 hour to get a better understanding of  capital gains.

Please email info@ascotwm.com for any questions.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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Q1 Portfolio Performance Review & Outlook

 

 

On the 13th April 2023, we are hosting a webinar with our Discretionary Fund Manager, Cape Berkshire Asset Management (CBAM).

Mark and Sam, will be your hosts for the webinar and they will offer insights that we don’t normally share with clients or the public, so book your seat and bring along any questions you may have!

We are looking forward to see you there! 

 
 
 

WHAT WILL BE COVERED:

  • 2023 Q1 Macrothemes
  • Portfolio Performance
  • Portfolio Positioning
  • Remainder of 2022 Outlook and Strategy
  • Short Q&A session
 

 

Join Mark and Sam on the 13th April for 45 minutes to 1 hour.

Those who register to the event will be sent a link to the webinar a day prior to the event.

Please email info@ascotwm.com for any questions.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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Mortgages Webinar: Navigating The Market

With Mortgages being a hot topic at the moment allow us to help you in “Navigating The Market”.

On the 23rd March, Nwabisa Janda, our trusted Mortgage Advisor, will be hosting an informational Webinar, aiming to equip you with the knowledge and understanding needed to tackle the current market.

Join us, as Nwabisa offers her insight and expertise on a range of subjects from The Buy to Let market to Later Life Lending, updates on House prices and more. 

An hour session including a chance for Q & A, in this turbulent time, arming you with as much information is our goal, so come along and we will Navigate together!

WHAT WILL BE COVERED:

  • Current Rate Market

  • BTL Market, Regulations, Landlords & Rental Yields

  • Later Life Lending

  • House Prices 

We hope to see you on 23rd March for 45 minutes to 1 hour to get a better understanding of the Market and what this means for you! 

Please email info@ascotwm.com for any questions.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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WEBINAR: Tax Year End (23 February)

On the 23rd February, please join us and one of our most experienced advisors Claire Calder for 45 minutes to 1 hour to talk through the Tax Year End and what this means for you.

In a detailed webinar where Claire will discuss preparations to make for the tax year end and how to do this, consideration of limits and how to use them beneficially. With supportive calculations and examples and changes for 2023 consider this your helping hand for the upcoming Tax Year End, we hope to see you then!

WHAT WILL BE COVERED:

  • Preparations for Tax Year End
  • Considerations of Limits and how to use them
  • Calculations and examples
  • Changes for 2023-24

Join Claire on the 23rd of February for 45 minutes to 1 hour to get a better understanding of how to efficiently make use of your tax limits for the tax year end.

Please email info@ascotwm.com for any questions.

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Contact Us For More Info

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference number 551744.

Ascot Wealth Management Limited is a registered limited company. Company Number: 07428369