Inheritance Tax & Pension Seminars

Expertly led wealth management seminars from Wellesley 

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

The Inheritance Tax & Pension Seminars at Wellesley are 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.

With two seminars running, you have the choice of attending either our morning Inheritance Tax Planning Seminar or our evening Pension seminar. Alongside these core topics, our seminars will provide valuable insights into saving, investing and making sense of markets in these challenging and uncertain times.

Inheritance Tax Planning Seminar
Our morning seminar focuses on Inheritance Tax planning, where we focus on reducing your tax liability.
The morning seminar commences at 10:00 and will be followed by a light lunch at 13:00.

Pension Seminar
This evening seminar will offer an insight into pensions and help you understand your retirement options.
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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