We look forward to offering a range of exclusive seminars and client events for 2020, all specifically arranged to give you the knowledge to develop a successful financial strategy in this challenging economic climate.
The seminars and events will cover highly relevant topics of all aspects of wealth management including:
- How to help grow your income whilst in a low interest rate environment
- Later Life Planning, Planning at Retirement and Intergenerational Wealth
- How to help guard your hard earned assets against rising taxation
- Investing tax efficiently and protection against increasing inflation
- Methods of helping to reduce your exposure to the continued threat of Inheritance Tax that could potentially erode your estate
- Key steps to potentially increasing the income from your ISA investments
- And much more…
The aim of our seminars are to bring clients up to date with what is happening in the financial world in general and within our Asset Management division. We are confident you will find our seminars and events highly informative and enjoyable, whilst providing the opportunity to bring a friend, family member or colleague to experience first hand and be introduced to the concept of St. James's Place Wealth Management.
Details of future seminars and other client events we will be holding can be seen in the calendar of events below. Please book directly using the links provided or contact us to confirm your attendance together with the names and addresses of your guests. All events have restricted availability so please book early to avoid disappointment.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by us or St. James's Place. Please note that clicking a link will open the external website in a new window or tab.