Exclusive event – Bolney Wine Estate – 13 May 2025

May 13

An exclusive invitation

Protecting what matters: How to stay ahead of Tax and Pension changes.

Join Samantha for an informative session on the changes announced in the Autumn Budget and what you can do now to get ahead.

The session will cover a range of topics including:

  • Pensions – How to make your retirement dreams a reality.
  • Inheritance Tax planning – Protecting what matters most.
  • Investments – Making sense of the current financial landscape.

Places are limited. We’ll be in touch to confirm your place.

Book now 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.

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