2022 SavingsFuture 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





Booking Deadline: Friday 27 May 2022

You can book to attend as many of the online webinar sessions as you like. Please select the session topics you would like to attend.  

Please note that these sessions will be delivered online via 'Zoom Webinar'
Tuesday 5 July
Yes
Wednesday 6 July
Yes
Do you require Sign Language