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Shendish Manor – Monday 18th March 2024

Investment & Inheritance Tax Planning Seminar

Expertly led wealth management seminars from Wellesley 

The Investment and Inheritance Tax Seminars at Wellesley are free 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.

Wellesley are expert financial planning advisers who specialise in intergenerational wealth management, investment management and investing planning. Hosting these Inheritance Tax and Investment seminars, Wellesley aim to support the development of a secure and profitable wealth profile for each attendee.

The evening seminar commences at 17:30 and will be followed by a light buffet at 20:30.

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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