Bespoke Seminars - FEClarity

By alexander.bland | Updated: Aug. 13, 2021, 5:40 p.m.

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FEClarity Seminars overview - How FEClarity improve employee wellbeing.

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Bespoke Seminars 
& 
121 Financial Clinics
EVERY EMPLOYER 
IS UNIQUE  
WITH THEIR OWN SPECIFIC
AMBITIONS & CHALLENGES
THE SAME APPLIES TO  EMPLOYEES
WE ALL NEED SUPPORT IN DIFFERENT WAYS AT DIFFERENT TIMES

PROVIDING A RANGE OF  SUPPORT FOR EMPLOYEES
Featured in THE GUARDIAN 
'Financial & Legal checklist' 2021
LAUNCH OF NEW 
EMPLOYEE BENEFITS
CHANGES TO EXISTING BENEFITS
COMMUNICATING 
INTERACTIVE SESSIONS

ENSURING UNDERSTANDING
ASSESSING WHICH BENEFITS ARE BEST FOR YOU & OFFER MOST VALUE
&
BUDGETING & 
MONEY MANAGEMENT
TIPS & TECHNIQUES
IDENTIFYING OPPORTUNITIES TO SAVE MONEY
FINANCIAL 
SPRING CLEAN
IMPACT OF THE BUDGET & 
TAX YEAR END PLANNING

REVIEWING YOUR EXPENDITURE
HOW TO REDUCE YOUR MONTHLY OUTGOINGS
INHERITANCE TAX & LEGACY PLANNING 
EXPLAINING THE RULES & ALLOWANCE

GIFTS YOU CAN MAKE FREE OF IHT
WILLS & TRUSTS
REDUNDANCY
FINANCIAL IMPACT
EMOTIONAL IMPACT
TAX IMPLICATIONS
WAYS TO REPLACE INCOME
TUPE TRANSFERS
WHAT DOES IT ALL MEAN?
HOW WILL IT IMPACT YOU?
PENSION PLANNING
SUMMARY OF CORPORATE SCHEME

CONTRIBUTION ALLOWANCES
EMPLOYER CONTRIBUTIONS
IDENTIFYING INCOME REQUIREMENTS
AT RETIREMENT

INCOME CALCULATIONS
 
EXPLAINING THE TAX RULES ON LUMP SUMS
USING INVESTMENTS TO SUPPLEMENT INCOME
DAILY STRUCTURE & EMOTIONAL IMPACT
TAX SEMINARS
EXPLAINING THE ALLOWANCES

& HOW TO MAXIMISE THEIR USE
TAX EFFICIENT SAVINGS/SAVING FOR CHILDREN
121 CLINICS
TO PROVIDE 
SEMINAR FOLLOW-UP
WE 
ANSWER YOUR  FINANCIAL  QUESTIONS
121 CLINICS
DISCUSSING & ANALYSING

THE GAPS IN YOUR FINANCIAL PLANNING

OPPORTUNITIES TO IMPROVE YOUR FINANCIAL POSITION
WE PLAN & DESIGN
THEN BUILD YOU A FINANCIAL ROADMAP 
 TO ACHIEVE YOUR 
FUTURE GOALS
I'M SO GLAD I MADE TIME TO ATTEND THE TAX SEMINAR
I NOW UNDERSTAND HOW THINGS WORK
& HOW TO MAKE USE OF THE TAX OPPORTUNITIES AVAILABLE
MARIA 2021 SEMINAR ATTENDEE
PHONE: 0800 048 7614

EMAIL: INFO@FECLARITY.CO.UK

WEBSITE WWW.FECLARITY.COM
Featured in THE GUARDIAN 
'Financial & Legal checklist' 2021

Bespoke Seminars - FEClarity

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