Rhondda Cynon Taf County Borough Council are pleased to be partnering with financial education specialists ‘Affinity Connect’ to support all aspects of your financial wellbeing.
With this in mind we would like to invite you to attend any of the following courses:
Planning for Retirement
Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
What's covered:
- Help you plan for the lifestyle changes ahead
- Maximise the benefits of your State and workplace pensions
- Make the most of your tax-free cash
- Understand the income options available from your pension
- Achieve your retirement goals
- Ensure your estate is passed to your intended beneficiaries
- Factor in long-term care costs
Taking Control of Your Finances
Ever wonder where your pay really goes? Or how to budget smartly so you can still enjoy the things you love? Curious about how your pension fits into your long-term plans - or how saving smarter could actually make your money go further?
Whether you're just starting out or looking to make the most of your benefits, this session is packed with practical advice you can actually use.
In this course, you’ll learn how to:
- Understand your income and plan your spending
- Manage and track your borrowing with confidence
- Set financial goals and prepare for life’s curveballs
- Start planning for your future—whether retirement is around the corner or far off
Click here to view upcoming online dates and register your place
Click here to view upcoming face-to-face dates and register your place
Effective Tax Planning for Higher Earners
Are you earning over £50,000 per year? If so, are you aware of the legitimate tax planning opportunities available to you and your family? Many higher earners unknowingly fall into tax traps—but with the right planning, you can optimise your finances and keep more of what you earn.
What's covered:
- A clear understanding of Tax and National Insurance
- Insights into common tax pitfalls for higher earners
- Strategies for Tax efficient savings
- A breakdown of pension contribution limits
- An overview of Inheritance Tax on Pensions (from 2027)
- Expert tax planning tips tailored for higher earners
Please note: the courses will provide information only and will not include or constitute financial advice.
Should you have any issues registering, please contact Affinity Connect by either calling 0800 019 6076 or by emailing bookings@affinityconnect.org stating the course, date and time that you would like to attend.
Affinity Connect is a trading name of Affinity Connect Limited which is a member of the Wealth at Work group of companies. Registered in England and Wales No. 04256854. Registered Office: 5 St Paul's Square, Liverpool L3 9SJ. Telephone calls may be recorded and monitored for training and record-keeping purposes.
