Ben James Wealth Management

📢 ‘Make Tax Planning your New Year’s Resolution’

Join experts from our Technical Connection Division, as they explain why it is such a crucial time to review the tax efficiency of your financial plans.

💡 Happy ‘Tax Healthy’ New Year
📅 Tuesday 16 January 2024
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar
📈 Speakers: Claire Trott & Simon Martin, Technical Connection

This insightful event will outline some ‘tax year end’ essential actions and highlight strategies that should be considered in the new tax year ahead.

Focusing on holistic and goals-based planning, our speakers will summarise the opportunities that can arise from informed advice, helping to guide you through the maze of tax efficient growth and wealth preservation.

It’s time to take charge and achieve your financial goals! 💰

https://lnkd.in/ebdYGAyj

The value of your investment can go down as well as up. You could get back less than you invested.
Taxation rules can change at any time and are dependent on individual circumstances.

Being tax efficient through all stages of your financial planning journey can contribute to achieving your financial goals. That’s why being aware of the challenges and opportunities that tax, and benefit changes bring and discussing them and what they might mean for you with your adviser is so important

What does the Autumn Statement mean for your financial plan? What does the Autumn Statement mean for your financial plan?

How to give yourself a financial-wellbeing audit https://partnership.sjp.co.uk/article/detail/sjpp/how-to-give-yourself-a-financial-wellbeing-audit.html

How to give yourself a financial-wellbeing audit How to give yourself a financial-wellbeing audit

21 February 2023 at 12.30pm – 1.30pm

Join our guest speaker Tony Wickenden, a taxation expert for St. James’s Place as he reviews the end of a tumultuous tax year.

Tony will examine the (much changed) tax context in which your financial planning takes place and outline the opportunities that can arise from informed advice and insightful planning, both for investors and business owners.

Register Here: https://sjp-co-uk.zoom.us/webinar/register/WN_AC8nvaAvSymgoSsWRDU5qA

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