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Planning to be Tax Efficient - Are you making the most of your Allowances?
Fri 24 March 2017, 12:00 – 13:00 GMT
Planning to be Tax Efficient?
Are you making the most of your Allowances?
By Rob Yeadon, Financial Planner, Benedict Charles Financial Planning & Andy Barden, Senior Partner with St. James’s Place Wealth Management
Setting the scene – Some facts & figures
What are the options for tax efficient saving/investing for you and your family?
Pensions and Tax Relief (‘free’ money)
Investment Risk – Low risk & higher risk choices
What are the opportunities for business owners?
Pension Freedoms and tax efficiency
How cash-flow analysis can help with financial planning
Sandwiches and soft drinks will be available so come for a working lunch and get some top tips on what your options are and the pitfalls to avoid!
The presentation will last for an hour, including time for questions. The talk will be deliberately generic and both Rob & Andy will be available afterwards if you have specific issues that you wish to raise.