Pay less tax
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 94% 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
Ten years of record low interest rates has cost you more than you might imagine. We’ll show you why and how to maximise your return from cash investments.
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
Responsible Investing
There is no doubt that there is a growing awareness and interest in ethical and environmental concerns; people are changing the way they live to reflect those issues.
Doing good with our money
Why do we invest? Clearly, it is to make money. How we invest, in which products and the way we allocate that money between markets and asset classes will determine the potential return we receive.
Tax Allowances
The introduction of new allowances and exemptions in recent years, as well as increases in rates from April 2019, means the tax system has become more complicated for earners, savers and investors.
Overtaxing of money drawn from pensions
One of the issues arising from the ‘pension freedoms’ is that people who take lump sums out of their pension funds have found themselves over- taxed on an ‘emergency’ basis.
Want some structure for your savings
Amongst the many subjects I will be covering in our next seminar will be structured products - an investment area that Lowes has become synonymous with.
Zimbabwe’s Starving Billionaires
In 2009 the Zimbabwean government issued the largest denomination of currency ever – the Z$100 trillion bill – as a direct result of the currency’s hyperinflation
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