Tax – why pay too much?
We will show you simple strategies to legitimately reduce your tax burden and the significant difference it can make to your wealth.
Financial Planning Seminars
We have been hosting financial planning seminars since 1985, offering an independent view on financial issues that may impact the decisions necessary to achieve your goals, improve your income and protect your family and wealth.
Is attending a seminar valuable to you?
Whether you’re middle aged, approaching retirement or in your later years, getting the most appropriate financial advice to meet your individual circumstances could improve your financial wellbeing for years to come.
Over 99% of the last 6000 attendees rated their attendance as time well spent, which is why spending an hour or so of your time could be invaluable to you.
The seminar presented by Managing Director Ian Lowes will last approximately 70-minutes and is entirely free of charge and without obligation. The presentation will cover the following topics, all timed to ensure that you get the best results from the action you take.
Topics covered include
Investments
For almost 50 years, Lowes has developed a unique approach to managing money without taking undue risks. We’ll give you an insight into why 96% of clients rate our investment advice as ‘good’ or ‘very good’*
Pensions
Significant changes to pensions regulations will benefit many families for decades but prove costly for others. We will show you how many of the pitfalls behind what has changed.
Deposits
Ultra-low interest rates have cost you more than you could imagine. We’ll show you why and how to maximise your return from cash investments and introduce alternatives.
Inflation
The spending power of your capital has been significantly eroded over the last decade. We’ll show you why and divulge simple steps to consider in order to protect your estate.
Inheritance Tax
Don’t be fooled – changes in Inheritance Tax rules have lulled many into a false sense of security. We will show you why and divulge simple steps to consider in order to protect your estate.
Investments to Avoid
Learn what to watch out for and why others are fooled.
Long Term Care
Someone has to pay. We will discuss what to expect and how to protect your assets.
A Little More About Your Speaker
Ian Lowes
Managing Director
Ian Lowes has been the Managing Director of Lowes Financial Management since 2002 after taking over the family business from his father, Ken Lowes, who established the firm in 1971. With over 25 years’ experience in the finance services profession, Ian is a Chartered Financial Planner and is a Fellow of the Personal Finance Society, the highest accolade granted by the CII.
Previously recognised by Professional Adviser as one of the most influential voices in the country, Ian has secured a reputation as a leading authority in financial planning and in particular the structured product sector. As an established figure within the finance sector, Ian has, on a number of occasions, been shortlisted as IFA Personality of the Year and his opinion is regularly sought by finance journalists.
Find out more about Ian Lowes »Over 99% of people who attend our seminar rate their experience as time well spent and these are just a few of their comments:
Latest Lowes blogs
Why we invest the way we do
The study of financial behaviour is a fascinating aspect of the savings and investment world and one about which many erudite tomes have been written.
Lowes to launch fund of structured investment strategies
As a Structured investment expert, we are excited to announce the launch of a new UCITS fund utilising our skills, expertise and track record in structured investments.
Where are your pensions?
Do you know how many pensions you have and could you confidently say where they are all held? The Government predict that there could be as many as 50 million dormant and lost pensions by 2050.
Five things you should do within five years of approaching retirement
The prospect of retirement should be exciting. For people considering retirement within the next five years, it's the perfect time to make sure things are in order.
The shape of things to come
Our retirement years are changing in shape, both in the length of time we spend in retirement and what we can achieve throughout this time. Consequently, our financial planning must change to adapt to the new landscape
End of Lifetime ISAs
The Lifetime ISA (LISA) was introduced as a tax-free wrapper enabling those aged between 18-39 to hold £4,000 each year, with the incentive of a 25% government bonus capped at £1,000 per year.
Download our free pension guide
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