Inheritance Tax changes: What are my options and do pensions still make sense?

What do the changes announced in last year’s Autumn Budget mean for you? 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.

During this interactive session, your host, Ben, will take you through key topics like investments, pensions and retirement planning. He’ll also feature real-life examples and be on hand to answer any questions.

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.

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