Free Financial Education Webinars

Bloomfield Financial Limited Launches Free Financial Education Webinars

Here at Bloomfield Financial Limited we are excited to announce the launch of a new series of educational webinars aimed at empowering individuals with essential financial knowledge. These webinars are completely free and open to everyone, designed to demystify complex financial topics and provide actionable insights.

Anyone interested in attending can view the list of upcoming webinars and register at Bloomfield Financial Webinars. Currently, three webinars are scheduled, with more to be added soon:

ISAs – The What’s and Why’s! July 3rd 2024

July 3rd 2024

Individual Savings Accounts (ISAs) should be the cornerstone of saving and investing in the UK. However, their various types and perceived complexities often lead people to overlook them. This webinar, led by John, will delve into the different kinds of ISAs available, explaining how each can benefit your long-term wealth-building strategy. This session aims to simplify ISAs, making them more accessible and attractive to everyone.

The Pensions Annual Allowance

July 17th 2024

Are you actively contributing to a pension plan? This webinar is perfect for those concerned about their annual allowance and potential breaches. We will cover scenarios when your allowance might not be standard, how to calculate it, and the implications of exceeding it. Additionally, we will discuss why it might sometimes be advantageous to go beyond your allowance. The webinar will run for 30-45 minutes, concluding with a Q&A session.

The 60% Tax Trap

August 14th 2024

For individuals with earnings above £100,000, falling into the “60% Tax Trap” can be a significant concern. This webinar will explain what this tax trap entails and explore strategies to mitigate its impact. Participants will leave with a clearer understanding of their tax situation and potential strategies to optimize their finances.

Future Webinars

At Bloomfield Financial Limited, we believe that financial education is crucial for making informed decisions. Our webinars are intended to offer valuable insights in a straightforward and engaging manner. If you cannot attend the live session, don’t worry – simply register, and you will receive an email with a recording of the webinar to view at your convenience.

We are hope to provide content that is interesting, informative and empowering. If you have suggestions for future webinar topics, please drop us a message at Contact Us. Your feedback helps us to plan relevant future sessions.

For more information and to sign up for our upcoming webinars, visit Bloomfield Financial Webinars – check back often as we will be adding more soon.

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Important Info: Investments

Past performance is not a reliable indicator of future results.

The value of investments, and the income from them, may fall or rise.

Your capital at risk. Investments can fluctuate in value and investors may not get the amount back they invest.

Important Info: Mortgages

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.

We give clients the option to pay for mortgage advice by fee rather than commission.

The FCA does not regulate all Buy to Let mortgages.

Important Info: Regulations

The Financial Conduct Authority does not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning.

Tax rules can change at any time.