01924 295493/4/5
Mon - Friday, 8am - 4pm

SCHOFIELD MONEY – Tax & Investment Planning for Retirement

Date of Event - 18/01/2022

Booking

To book a place on the above seminar please contact the Federation Office email us at office@wypf.polfed.org or phone us on 01924 295493 (Internal 35193). Please be aware that places are limited to 10 per course and will be allocated on a first come first served basis. We will be running these courses each month depending on demand.

Upcoming Dates

  • Jan 18th 2022
  • Feb 15th 2022
  • March 15th 2022
  • April 12th 2022
  • May 17th 2022

About Schofield Money

Schofield Money is a Chartered firm of Independent Financial Advisers based in Harrogate, with the majority of their clients based in and around Yorkshire.

They have been named in the Financial Times “Top 100 Financial Advisers” in 2019 and 2020. Giving savers confidence that their money is being managed by the best Financial Advisers in the UK.

As a firm of Independent Financial Advisers they are able to advise on a wide range of financial products from all companies that are available in the marketplace and place your interests at the heart of the advice.

The seminar will provide an introduction to financial planning and outline the importance of investing your money tax efficiently. By working through real life examples, it will show you that you have the ability to significantly reduce the amount of tax you pay each year in retirement. The seminar will run for approximately 1h 30mins to 2 hrs and will also include up-to-date tax legislation, investment theory, an explanation of market volatility and cash flow forecasting.

By the end of the seminar you should have gained a greater understanding of how financial planning is used in retirement to boost income and lower taxation. You will start to see that if your money is managed effectively, it is inevitable that you will see increased real returns over the long term.

Schofield Money will be happy to meet with any attendee after the seminar on a one-to-one basis to discuss your own personal circumstances.

More information on Schofield Money can be found at www.schofield.money


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All appointments are held at the Federation office or virtually; however, if the appointments we offer do not suit you then alternative arrangements can be made with the companies.

Parking


As there is limited parking at the Federation Office, there are a number of other places you can park nearby:

  • On the road opposite the Federation Office between 10am – 2pm.
  • College Grove Sports Ground, opposite the Federation Office (collect a token from the Federation Office to park there for free).

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