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URGENT

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Melissa Chapman, our legal publisher, will talk you through the newly revamped, cloud based Capitalise.

She'll cover admin issues, such as how you can set a group up to link accounts with other people and also go through some sample cases, highlighting how the new app works. 

She'll cover both the conventional approach (working from an income required to a capital sum) and the reverse calculation (what income a capital sum will provide). 

Melissa will show you the many refinements that can be made to your basic calculation - such as adding in external income and private pensions, excluding UK income tax, stepped awards and preserving the initial capital. 

This session is therefore invaluable for both current users and those who want a detailed look at what Capitalise can do. 

The session is free to watch and only requires a computer and internet connection.

Register here

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