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Event Date

January 26, 2024

Event Cost


Coffee & Registration from 9.30 am.

Event Time

10:00 - 15:30


The Royal Scots Club

31 Abercromby Place

To register for the waiting list, please email

Cancellation and refund policy

  • Cancellations must be advised by email 5 working days prior to the event.
  • A refund will not be granted if a registrant fails to attend or cancels within 5 working days prior to the event.
  • We welcome substitute delegates attending in your place at no additional cost.
  • Cancellations for residential courses must be advised 6 weeks prior to the event.

Event Description

We are delighted to host an event for teaching colleagues nearing retirement within the next 12- 18 months.  

The session will cover the following: -

Pensions: General framework and personal planning. 

Money management & personal taxation: Budgeting. Commutation. Redeeming loans. Mortgages & savings. Inflation. Use of income and capital. Income tax, Capital Gains tax and Inheritance Tax. Basic tax saving tips.

Legal issues: Arranging a will. Deed of variation. Continuing power of attorney. Long Term Care.

Investing in retirement: Investment principles. Investing for income and/or growth. Understanding & reducing investment risk. Portfolio planning

**Places are limited, hence please register as soon as possible to secure your space. **

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