Women and finances – supporting yourself and your dependents 

Our webinar explored women’s wealth and the steps to take to protect themselves and loved ones.

In the second webinar in the Women’s Wealth series, we focused on women and personal finance, and how best women can support themselves, alongside supporting dependants, whether they are children, parents or anyone else.

Women and money – safeguarding your plans as well as your family

According to the Office for National Statistics (ONS), 6 out of 10 people who are trying to balance caring for elderly relatives and raise children are women*. Add in the complexities of inheritance tax rules, future care funding and retirement income planning, it can become a minefield and one that at times, may seem overwhelming.

Over the past 18 months, we have witnessed how quickly plans can be disrupted. For this Women’s Wealth webinar we discuss the new Health and Social Care Levy alongside quashing common myths around what happens when things don’t quite go to plan – and the steps you can take to protect yourself and your loved ones for now and in the future.

Listen back to Emma Lloyd-Jones, Regina Tan and Emma Vincent for the second webinar in the Women’s Wealth series, with this episode focusing on how to best support yourself, alongside supporting your dependants, whether they are your children, your parents or anyone else that relies on you financially.

Mercer Private Wealth continues the Women’s Wealth series, providing professional insight for those looking to develop their knowledge on the topics discussed.

Sources:

*ONS article: More than one in four sandwich carers report symptoms of mental ill-health 14.01.2019

For this Women’s Wealth webinar we discuss the new Health and Social Care Levy alongside quashing common myths around what happens when things don’t quite go to plan.

Webinar | Supporting your loved ones whilst safeguarding your plans

Find out how you can support your loved ones and keep your own plans on track in our women and finances webinar.

Women’s wealth and supporting loved ones

According to the Office for National Statistics (ONS), 6 out of 10 people who are trying to balance caring for elderly relatives and raise children are women*. Add in the complexities of inheritance tax rules, future care funding and retirement income planning, it can become a minefield and one that at times, may seem overwhelming.

Source:

*ONS article: More than one in four sandwich carers report symptoms of mental ill-health 14.01.2019

60%

of people who are trying to balance caring for elderly relatives and raise children are women.

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