Blog Member Stories
Life 2.0: Your Next Act
Congratulations! You no longer need to work – what happens now?
Join us for a Masterclass exploring life after work, with a focus on the challenges facing exiting business owners.
Wednesday 25th September 2019
8.15am or 12.15pm
The Enterprise Centre
University of East Anglia
The shift to a new stage of life can be a difficult transition for anyone but it can be unexpectedly tough for business owners.
Our session will look at preparing for life after work with a focus on the particular challenges facing exiting business owners. Suddenly finding your bank balance has more zeros than you’d ever expected to see can be overwhelming. By working with people who have sold their business, inherited a large sum, or simply built value in their retirement assets, Chadwicks have developed an approach that makes sense of amounts that have the potential to change not just your life but those of generations to come.
We’ll start with some investment theory and how we at Chadwicks combine this with our behavioural expertise to create multigenerational solutions that mean you can stop losing sleep over money and start concentrating on the important things in life.
Elizabeth Field, Principal Associate at Mills and Reeve, will discuss the advantages of setting up a Family Investment Company to safeguard assets across generations. Daniel Harvey will take a look at the ecosystem Chadwicks are creating to link experienced business people to exciting scale-up businesses. We’ll finish with a short introduction to the support the Norfolk Community Foundation can provide for charitable giving.
More about Elizabeth Field
We’re delighted to be joined by Lizzie for this month’s masterclass. She is a Principal Associate at leading law firm Mills and Reeve. She advises a range of private clients, from land owners to business people, on estate planning and asset protection through inheritance tax and capital gains tax advice, wills, trusts and powers of attorney. Increasingly her practice focuses on business owners, trustees and work for fellow professionals.
Lizzie is interested in new ways of delivering results for clients and was one of Mills and Reeve’s first Innovation Champions, responsible for embedding a culture of innovation across the firm and adopting systems to implement new ideas. She sits on the local STEP committee and, outside work, is a keen dressmaker.
The Masterclass will last around two hours with questions and be of interest to business owners, people approaching retirement and their advisers.
More details and to book a place visit www.chadwicks.co.uk/masterclasses