With inflation fluctuating and complex tax legislation, it is becoming more and more important to plan for the future.
Investing some time now into understanding the game, you can avoid making mistakes that delay your retirement by years. This seminar will give you the opportunity to hear about fascinating topics. We will discuss tax-efficient investment planning, estate and retirement planning. This will be an opportunity to ask any questions that you may have in an informal environment.
7:00 pm – Topic: 'Tax should be UN-Taxing!’ .
Guest speaker by Strategic Partnership Chartered Accountant's Senior Partner
Shilun Shah ACA, ATT, BSC (Hons)
7:40 pm – Break
7:50 pm – Topic: ‘Planning for the new 2025/26 Tax Year’
Host speaker by Oakdale Financial Services Ltd Senior Partner
Dipesh Shah DIP PFS, MSc, BA (Hons)
Oakdale Financial Services Ltd is an Appointed Representative of 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/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved XX/XX/2025
8:30 pm – Q&A session