Speaking & Events
Speaking Enquiries
Zoe is an enthusiastic and passionate speaker, covering all types of personal finance topics. She has spoken to solicitors, private clients and events for the Personal Finance Society, training other advisers on later life planning matters and vulnerability.
Zoe is also a trained Workplace Education specialist - helping employers to improve employee wellness by offering tailored education sessions to their employees. She can cover a variety of topics, such as retirement planning, pension access options, long term care and investment strategies.
Typically, these sessions would cover things such as debt management, pension rules and planning, and scam avoidance. Statistics show that 13 million days of work were lost due to 2.5 million private sector workers taking time off in the last year due to poor financial well-being, and these sessions can help to alleviate these pressures for staff and employers alike.
If you would like Zoe to speak at your event or workplace, please contact: hello@zoe-taylor.co.uk
Forthcoming Events
List of Services
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Later Life Planning Conundrums for the Personal Finance SocietyList Item 1
We are excited to invite you to register* for the first series of new-style PFS XCHANGE events taking place in 2024.
These events will be bigger with more topics relevant to a greater range of roles in our financial services.
Speakers and subject matter specialists include:
Robert Kirk, Zoe Taylor, Melissa Kidd, Hazel Bowen, Ian Dibb, Roderic Rennison, Charlie Reading and John Whitehead.
Sessions
Hot topic – Care funding & the planning conundrums advisers should be aware of
Digital assets, client wishes and leaving a lasting legacy
Masterclass – Trusts and IHT planning
Lifetime allowances and strategies for ageing clients
Navigating challenges in retirement income strategies
Skills – Connecting conversations: A masterclass in engaging communication
Skills – Powerful techniques to bring cashflow modelling to life for clients
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Taxation of Furnished Holiday LetsList Item 2
Are you making the most of the ‘special tax treatment’ of your furnished holiday let?
Unlike traditional buy to lets, furnished holidays lettings are a trading business, and as such can benefit from all kinds of weird and wonderful ‘special tax treatment’ that we will examine during these hour-long webinars.
There could be much to be gained from really understanding the ins and outs of the reliefs, exemptions, and allowances on offer, all explained here in simple, jargon-free terms.
We will also delve into some little-known aspects of financial planning that you might not be familiar with; and how they interact with your furnished holiday let, to help you make the most of your income and assets.
The webinar will be live and hosted via Zoom, the link will be emailed to you 24 hours before the event. You don't need to sign in or download any apps, just click and pop straight in using the link.
Date: Monthly
Location: Online