Money Matter Episode 5: Beyond Retirement and Setting Your Legacy
24th November 2026, 19:00 to 20:00 GMT
Overview
In the fifth episode of our financial literacy, money matters series for surgeons, join us for an exploration beyond retirement to what comes next, building a legacy - how to preserve, structure and pass on your wealth efficiently. The panel of financial planners from Wesleyan Financial Services will introduce the key principles of estate planning, including inheritance tax, gifting strategies and the use of trusts.
We’ll also explore how your financial plan supports your wider goals, from family security to long-term legacy. The aim is to help you move from simply having accumulated wealth to using it with purpose -ensuring it benefits the people that matter most to you.
Panellists
Our panellists include:
- Andrew Pickering - Specialist Financial Planner
- Jackie Hutchison - Specialist Financial Planner
- Andy Croft-Taylor - Medical Regional Manager (North)
CPD
This webinar is not eligible for CPD. Generic certificates of attendance will be awarded to attendees directly by Wesleyan.
Visit our FAQ for further information relating to webinar CPD.
Recording
A recording of the webinar will be made available on this page in the days following the live broadcast.
Watch recordings on demand of the other episodes in this series:
- Episode 1: Financial Literacy for Surgeons (March 2026)
- Episode 2: Understanding Your NHS Pension Scheme and How to Maximise Your Benefits (July 2026)
- Episode 3: Financial Planning Considerations for Portfolio Careers (August 2026)
- Episode 4: Planning for Retirement and Key Opportunities (Sept 2026)
