New Event: Property vs Pensions

If you’ve been in the fortunate position to have money to invest for your future, you may have considered whether a property or a pension would deliver the best return. Whilst many people like the tangible nature of property, pensions too have an important part to play with a view to long term planning.

Although property has enjoyed a good run over the last decade, the introduction of the Stamp Duty surcharge, new restrictions on tax relief and the potential for interest rate increases in the months and years ahead combine to make investing in rental property a less attractive proposition than it once was.

Over the same period of time, pensions have fallen into the spotlight as an investment vehicle; particularly with the flexibilities offered under ‘pension freedoms’.

In association with Pro Manchester, Becky Sugden and Daniel Ardern of Gresham Wealth Management will address the topic of property vs pensions over the course of a breakfast seminar. Taking place on Tuesday 24th April, the session will look at the area of long-term investing, focusing in particular on property vs pensions and the relative benefits and drawbacks of both approaches.

The presentation will also cover:

  • Different types of personal pensions available
  • Commercial property and how this can be purchased by a pension
  • How pensions and property can be used to complementary effect to accumulate wealth and meet retirement needs & requirements.

Key Event Information

Date: Tuesday 24th April

Time: 8:00 am

Place: Gresham Wealth Management, Cecil Court, 28-36 Cecil Road, Hale, WA15 9PB

To book your place on this event, please click here.

The presentation is free to attend for Pro Manchester members.

 

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    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    Just a big thank you for all you have done for our family. We do appreciate it.
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