Future Money Matters 2022
The Thalidomide Trust’s Future Money Matters event will be hosted online again this year with ‘Zoom Webinars’ on Tuesday 5 & Wednesday 6 July 2022.
Our virtual Future Money Matters event will offer beneficiaries the opportunity to attend informative online video webinar sessions covering a range of different finance themed topics. The sessions are free of charge, and you can book onto as many webinar sessions as you like!
Please see the proposed event topics and session timetable below:
| Session Topics | Speaker/Presenter | Day | Time |
| Inheritance Tax Planning | Kevin Caple / Jody Banks (Directors, Caple Banks Wealth Management) | Tues 5 July | 10:00 - 10:45 |
| Pensions Planning | Kevin Caple / Jody Banks (Directors, Caple Banks Wealth Management) | Tues 5 July | 11:30 - 12:15 |
| Safeguarding Gifted Assets | Kevin Caple / Jody Banks (Directors, Caple Banks Wealth Management) | Tues 5 July | 14:00 - 14:45 |
| Inflation and Trust Grants | Kevin Wesbroom (Thalidomide Trust - Finance Trustee) | Weds 6 July | 09:45 - 10:05 |
| Trust Investments | Kevin Wesbroom & Mark Benstead (Thalidomide Trust - Finance Trustees) | Weds 6 July | 10:15 - 11:00 |
| Trust Finances | Suzanne Lluch (Thalidomide Trust - Finance Director) | Weds 6 July | 11:30 - 12:15 |
| Reducing the Risk of Financial Abuse | Jeff Prevost (Thalidomide Trust - Finance Coordinator (Beneficiary Support)) | Weds 6 July | 13:30 - 14:00 |
Click here to find out more about the content of each session topic and book your place using the booking form below.
What Happens Next?
Once we have received your booking form, you will receive an email or text message to confirm this.
A week before the event you will receive an email with your Zoom webinar invitation (including weblink) so that you can access your selected webinars online (as per the schedule shown in the table above).
Need further information?
Please contact Jeff Prevost - Finance Co-ordinator (Beneficiary Support) on 01480 474074 or jeff.prevost@thalidomidetrust.org
Disclaimer Notice: The information provided by the Thalidomide Trust at ‘Future Money Matters’ is for beneficiary information and signposting only, and does not constitute any form of advice or recommendation. It is not intended to be relied on by beneficiaries in making any decisions. We strongly encourage beneficiaries to seek their own independent financial advice tailored to their own specific needs and circumstances before making any decisions.
Booking Form
Future Money Matters Virtual Event 2022
Tuesday 5 - Wednesday 6 July
