Financial Workshop

Aims and Objectives

Logo Financial Workshop (5)Provide information on different methods of investment and tax planning, Covering areas such as Powers of Attorney, Wills, Inheritance Tax and what is happening in the world of finance.

Group Leader:

Andy Melville-Jackson     tel: 01844 347128



Community Centre, Cherry Baker Room


Third Tuesday, every other month (odd months) . 2pm – 4pm

Next Meeting(s)

For more information on the meeting click on the bar below:

  • 29/03/2018 2:00 pmComputer Security, Scams and Saving Money
  • 15/05/2018 2:00 pmTBA
  • 20/07/2018 2:00 pmPolitics
AEC v1.0.4


For the full schedule for this group follow this link: Interest Group Calendar

What we do

The Workshop does not just cover financial aspects but a wide variety of subjects of interest to members. Over the last few months we have covered the following topics:

In March Andy presented a Talk on the People’s Budget looking at the various options available to the Chancellor.

The People‘s’ Budget

In May Noel Austin gave us a talk on Tax, Care and Toy Boys. The latter caused some merriment but became serious with the legal and financial implications of late life marriages being discussed.

Tax Presentation – Sept

In July Andy gave us an update on the options for Brexit which was well received despite all the recent publicity. Again the presentation is attached for interest. This followed up Rt Hon David Liddington’ s marvellous talk on Brexit  last autumn.

Brexit – The Options



 We  hope you can come along and make a contribution to the workshop. Any requests or ideas for future subjects would be welcomed.

Members are reminded that during any Workshop, no advice is given and no speaker (nor the U3A) is liable for any action by any member as a result of information gathered .

“I finally know what distinguishes man from the other beasts : financial worries.”   -Jules Renard


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Meetings Calendar

The calendar below is interactive, you can navigate using the controls on the calendar to see the schedule in later months.

Click on an item within the calendar to learn more about it.

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