Inheritance Tax & Pension Seminar

Expertly led wealth management seminar from Wellesley 

Wellesley are expert financial planning advisers who specialise in intergenerational wealth management, investment management and financial planning.

The Inheritance Tax & Pension Seminar at Wellesley is complimentary and developed to help you maximise your capital and safeguard intergenerational wealth. As a Partner Practice of St. James’s Place, our financial advisers lead these seminars to help you safeguard your money.

Plan for it. Live it.

Investors have had plenty to think about in recent months – and sensible financial planning is key to helping you maximise the opportunities available now and avoid any pitfalls the future may bring. So, what can you do now to prepare and get ahead of any changes following the general election result?

Let us share our expertise and empower you to achieve your financial ambitions.

Your host, Ben Saunders, 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.

The seminar commences at 10:00 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