Intergenerational Investing

For most people, wealth management means accumulating enough money as retirement approaches and then spending it at a sustainable rate.

However, those with greater financial resources can start to think beyond their own needs to create an asset that can support generations to come. Often this will be as the result of an inheritance or a business sale. Coming into a large amount of money can be a daunting experience, even for people used to handling significant sums through their work.

This session looks at strategies for creating a rational investment process that addresses the concerns of short-term risk while maintaining long-term return potential. We will also look at appropriate structures for holding intergenerational assets along with the tax implications of each option.

Date: 17 October 2018

Time(s): 08:15 til 10:15

12:15 til 14:15

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

The Masterclass will last 2 hours with questions.

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Ormiston Families' MPower project that supports parents who have a child taken into care.

Register here

Upcoming Masterclasses...

New Generation Investing - An income for life

19 September 2018

Investing against a background of persistently low interest rates presents new challenges for people looking for long-term income. We start this session by reviewing investment theory to get a core understanding of how markets operate.

Find out more and book

Intergenerational Investing

17 October 2018

Investing for the benefit of future generations warrants a different approach. We look at the opportunities that present themselves when the investment time horizon is extended.

Find out more and book

Patient Capital Investing

14 November 2018

Is investing in small, fast growing businesses a fast-track to untold riches or simply gambling by another name? This session uncovers the reality of Angel Investing.

Find out more and book

What people have to say about previous events....

The masterclass at Chadwicks, for me is a fantastic way to boost my knowledge in an important field which I often feel the effects from, yet seldom get to learn about. A wonderful setting at the enterprise centre, amongst like-minded company.

Andy Davies | Business Development | Green Duck

Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances.

Lindsey Mack | Director | CloudQast