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...

Behavioural Insights & Financial Wellbeing

5 December 2018

Too often measures to improve financial wellbeing are focused solely on the over-indebted and go little beyond restructuring their debt. This approach addresses the immediate problem but does nothing to change the underlying spending behaviours. In this session we propose an alternative tripartite approach that uses insights from behavioural economics to improve wellbeing by reducing financial anxiety.

Find out more and book

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

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Finance and Operations Director | Jarrold Norwich

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner