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Savings and investment strategies for the self-employed
05 Sep 2024

Join us for an exclusive webinar hosted by Chase de Vere, designed specifically for the self-employed. Discover how to effectively manage your savings and investments to secure a prosperous future.

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Date and Time

Thursday 5th September 

12:30 - 13:30

Location

Zoom Webinar

Cost

IPSE members: free to attend 

Non-members: £15 + VAT

Attendees will get access to the live webinar and the post-event recordings.

As a self-employed individual, you have unique financial challenges and opportunities. Without the safety net of employer-sponsored retirement plans or benefits, it's crucial to be proactive and knowledgeable about your savings and investment options.

Join us for an exclusive webinar hosted by Matt Beck, George Hope and Anna Owen from Chase de Vere, designed specifically for the self-employed. Discover how to effectively manage your savings and investments to secure a prosperous future.

What you will learn:
  • Options for cash savings: Learn about the different accounts available to hold your cash savings and strategies to maximise your returns.
  • When to consider investing: Understand the right time to start investing and how to do so with confidence.
  • Different types of investments: Explore various investment opportunities including stocks, bonds, and real estate.
  • Types of tax wrappers: Get insights into different tax-efficient investment vehicles like ISAs, SIPPs, and more.
  • Diversifying your portfolio: Discover the importance of diversification and how to build a balanced investment portfolio.
  • Using your limited company for investing: Learn how to leverage your limited company for investment purposes to maximise your financial benefits.

Interactive Q&A Session

Our webinar will conclude with a live Q&A session, providing you the opportunity to ask our experienced advisers your specific questions.

Registration

IPSE members: free to attend 

Non-members: £15 + VAT

Attendees will get access to the live webinar and the post-event recordings.

To sign up to an event you will need an IPSE account. In your account you can view all your past and current event bookings, invoices, join online events, exclusive content and much more, all in one place.

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