Inheritance Tax & Pensions Seminar

Given the changes announced in the Autumn Budget, many people will rightly be trying to understand what it means for them and how it might change their own personal financial plan. So, what can you do now to get ahead?

As always, professional advice can make all the difference in navigating these changes confidently. Let us share our expertise and empower you to achieve your financial ambitions. Your host, Piers, will take you through key topics like investments, pensions and retirement planning, and he’ll be on hand to answer any questions. During this interactive session, we’ll also feature real-life examples to help you understand how you can adapt to life’s twists and turns and secure your financial future.

Arrive from 10:00 for registration and coffee. The seminar will commence at 10:30 and will be followed by a light lunch at 13:00.

Key topics to be covered include:

• Inheritance Tax planning – Reducing your liability
• Pensions – Understanding your retirement options
• Investments – Making sense of markets in uncertain times
• Cash savings – Why higher rates are actually bad news
• Buy-to-let – From an Inheritance Tax perspective

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Sign up today