Free

Colchester Investment, Pension & Tax Planning Seminar

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Stoke by Nayland

Keepers Lane

Leavenheath

CO6 4PZ

United Kingdom

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Event description

Description

"A highly characterful, amusing and informative event!"


Hear expert views to overcome the financial challenges and uncertainty associated with continuing low interest rates, rising inflation and taxation, and discover the proven ways to manage your money with confidence.

  • Inheritance Tax Planning - using Gifts, Trusts and Business Property Relief solutions

  • Tax Mitigation - covering Income Tax, Capital Gains Tax and Inheritance Tax

  • Pensions Planning - understanding the new pension freedoms and how to use them

  • Investment Risk Recognition - the importance of identifying your particular appetite for risk and investing accordingly

Registration 09:45am, starting at 10:00am and followed by a complimentary buffet lunch at 1:00pm.


FAQs

Are there any age requirements for this event?

This event would be of most interest to private individuals aged between 50 and 79

Organiser's Website

www.jackrobertson.org.uk

Regulatory Information

The levels and bases of taxation and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

The Jack Robertson Practice is a trading name of Jack Robertson and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

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Date and Time

Location

Stoke by Nayland

Keepers Lane

Leavenheath

CO6 4PZ

United Kingdom

View Map

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