Investments

The aim of this webinar is to help those building their careers and those in the “accumulation phase” of life to make sensible financial planning decisions at a time when personal financial resources are often quite stretched.

Iain Barnes and Sam Pitts-Tucker from Netwealth discuss generating long-term sustainable income for your retirement, followed by a Q&A session.

Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.

In this webinar, ICAEW and Netwealth explored how to help protect your savings and investments in disruptive market environments.

Presentations slides from our webinar which focused on strategies for dealing with clients in drawdown, or about to enter drawdown

Members in practice, financial advisory, business and all of us in our private lives are impacted by decisions around mortgages. Jatin Patel (JP), Founding Partner in Kinnison Limited, unwraps the property market.

The FIRE movement inspires a generation to live frugally, save hard and retire early – but what are the risks?