We held an exclusive investment and tax planning lunch where we looked at the four essential pillars of tax efficient investing, tax reliefs, exemptions or allowances and inheritance tax planning. This special event gave essential up to date information and guidance of how you can make the most of your money in retirement, reducing the potential worry for you, your family and beneficiaries.
Date: Thursday 14th June
Location: Northcote Manor, Northcote Road, Blackburn, BB6 8BE
Time: 9:45am – 2:00pm
Cost: Invite only
9.45am Arrival tea, coffee & bacon sandwiches
10.30am Investing in Uncertain Times by Chris Cahill, St. James’s Place
11.15am Tea & coffee break
11.45am Tax Efficient Investment Planning by Chris Cahill
12.30pm Two course Michelin starred lunch & wine
If you would like to register your interest in attending future events, please contact our Marketing Manager, Holly Smith via email or call on 0161 667 1482.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.