Please join us for our webinar on “Pension Planning – Staying on Track and Inheritance Tax – Creating a Tax Efficient Plan” on Tuesday 20th October at 11 am.
Our exclusive webinars have been arranged to give you the knowledge to help you develop a successful financial strategy. We are sure you will find our webinars highly informative and enjoyable.
- Personal Pensions – How reviewing your plans will keep you on track
- Previous Pension Arrangement, what are your options - The pros and cons
- Why making a Will is important?
- How making lifetime gifts can save tax
- Overview of Trusts and how they can protect you and help your family
The webinar will be followed by a short Q & A session which will provide you with the opportunity to discover what the experts are doing in this unprecedented financial climate.
To attend the webinar please CLICK HERE to register. Upon doing so, you will receive a confirmation email with further instructions about joining on the day.
Alternatively, please contact us on 01747 855554 or email the Practice at email@example.com
Please do extend this invitation to a friend or family member.
We hope that you find the webinar valuable and if you have any feedback or are interested in future events please let us know.
Alternatively, if you would like a virtual one-to-one review with one of our consultants, please do not hesitate to contact us on 01747 855554 or email firstname.lastname@example.org and we will organise this for you.
This webinar is for educational purposes only. No content contained should be regarded as financial advice.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and trusts are not regulated by the Financial Conduct Authority.