Inheritance Tax Planning & Pensions & Retirement Explained
www.quilter.com/unison
Quilter Financial Advisers is the trusted financial advice partner of UNISON. We are a leading financial business, and our purpose is to help you achieve your aspirations through expert financial planning.
Inheritance Tax Planning
We are delivering free webinars to help you and your loved ones make the most of your money and understand Inheritance Tax planning. At the webinars, one of our expert financial advisers will be explaining:
➢How Inheritance Tax (IHT) works
➢Wills and Gifting
➢Home ownership
➢Estate planning strategies
The webinars will be presented by one of our expert financial advisers. The details of the webinar are below:
Where: Online (ON24), log in conveniently from your personal computer or device.
When:
Tuesday 28th April 2026 (1pm – 2pm)
Please CLICK HERE to book your place on this date
Wednesday 24th June 2026 (12pm – 1pm)
Please CLICK HERE to book your place on this date
If these dates are not convenient, please email QFAinfo@quilter.com with your contact details and we will arrange a free initial personal telephone appointment for you.
Pensions & Retirement Explained!
We are delivering free webinars to help you understand how to secure the income you need for a comfortable retirement. At the webinars, you will be able to learn about:
➢How your pensions work, including the state and workplace pensions
➢When you can take your pensions and how much you can expect to receive
➢Your options for accessing any additional pension savings, including from previous employers
➢Ways you may be able to increase your income
➢Tax considerations, including your tax-free lump sum
➢Countering inflation: will your income keep its value in real terms?
The webinars will be presented by one of our expert financial advisers who has specific knowledge of your sector. The details of the webinars are below:
Where: Online (ON24), log in conveniently from your personal computer or device.
When:
Wednesday 25th March 2026 (10am – 11am) please CLICK HERE to book your place on this date
Tuesday 21st April 2026 (6pm – 7pm) please CLICK HERE to book your place on this date
Wednesday 20th May 2026 (12pm – 1pm) please CLICK HERE to book your place on this date
Thursday 18th June 2026 (3pm – 4pm) please CLICK HERE to book your place on this date
Wednesday 15th July 2026 (10am – 11am) please CLICK HERE to book your place on this date
For details of how we use your personal information, please view our privacy policy at: https://www.quilter.com/important-information/privacy-notices/quilter-financial-advisers-ltd-privacy-notice/